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William Louis Fisher

CRD 2016724  ·  Consolidated Portfolio Review Corp  ·  Danville, CA

IA RegisteredBroker

Also appears in the source record as: Bill Fisher

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration
Active
Investment adviser registration
Active
Exams passed
Not yet retrieved from the source record
Registered states
Not yet retrieved from the source record
Years in the industry
Not yet retrieved from the source record
Professional designations
Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2016724 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm
Consolidated Portfolio Review Corp
Firm CRD
112694
SEC number
801-38795
Assets under management
$1.6B as of Jun 1, 2026
Website
www.legacysolutionswm.com ↗
Phone
631-845-5100
Firm location
Woodbury, NY, 11797

Employment history (2)

From the source registration record · current first

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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