Consolidated Portfolio Review Corp

Firm record

As recorded in SEC IAPD

Firm CRD

112694

SEC number

801-38795

Firm type

RIA

Assets under management

$1.6B as of Jun 1, 2026

Website

www.legacysolutionswm.com ↗

Phone

631-845-5100

Address

125 Froehlich Farm Blvd., Woodbury, NY, 11797

Advisors at this firm

59 in our index · page 1 of 2

• Daniel Antenor, JrCRD 5839052 · Woodbury, NY
  IA RegisteredBroker
• Isabel Cristina ArbaizaCRD 7470273 · Milford, OH
  IA RegisteredBroker
• Thomas Donald BaconCRD 1957332 · Hudson, MA
  IA RegisteredBroker
• Daniel Jason BredowCRD 6560783 · Woodbury, NY
  IA RegisteredBroker
• Steven Dominic CacciuttiCRD 5772764 · Media, PA
  IA RegisteredBroker
• Gino Nick ChiappettaCRD 2105561 · Northwood,, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Donald D DaltonCRD 3127243 · Duxbury, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Monroe M DiefendorfCRD 805205 · Laurel Hollow, NY
  IA RegisteredBroker
• Howard Jeffrey DouglasCRD 1043662 · Woodbury, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Alex DarroudiCRD 6730508 · Greenville, SC
  IA Registered
• Lionel James EdmonsonCRD 4731762 · Bedford, NH
  IA RegisteredRegistration inactive
• Robert Wade EldridgeCRD 2409686 · Golden, CO
  IA RegisteredBroker
• William Louis FisherCRD 2016724 · Danville, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeremiah Ryan GreenleafCRD 6278027 · Hurricane, WV
  IA RegisteredBroker
• Jason Tyler GreenwoodCRD 4215846 · Kahuku, HI
  IA Registered
• Robert Douglas HalbreinerCRD 6010623 · Locust Valley, NY
  IA RegisteredBroker
• Joshua John HattigCRD 2902616 · Longmont, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Sandra Lee Hay MagdalenoCRD 1635367 · Portland, OR
  IA RegisteredBroker
  Disclosure event(s) on record
• Brett Rogers HendersonCRD 4789321 · Hermosa Beach, CA
  IA RegisteredBroker
• Richard Thomas HernCRD 4072121 · Stoughton, MA
  IA RegisteredBroker
• John Higgins ViiCRD 6379796 · Caldwell, NJ
  IA RegisteredRegistration inactive
• Jeffrey A HiggsCRD 5626520 · Locust Valley, NY
  IA RegisteredBroker
• Steven Matthew HoweCRD 5088131 · Woodbury, NY
  IA RegisteredBroker
• Kenneth Paul HewittCRD 1019535 · El Paso, TX
  IA RegisteredBroker
• Ivory Jerome JohnsonCRD 2032636 · Washington, DC
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Carroll JonesCRD 1874570 · Milford, OH
  IA RegisteredBroker
• Duane Anthony JohnsonCRD 3188046 · Howell, MI
  IA RegisteredRegistration inactive
• Michael John KileyCRD 851062 · Irvine, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Samantha Jill LompadoCRD 5893501 · Pennington, NJ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Gang LuCRD 6303213 · Cincinnati, OH
  IA RegisteredBroker
• David LauCRD 4567411 · Santa Rosa, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kenneth Neil MartinsonCRD 1271344 · Walnut Creek, CA
  IA RegisteredBroker
• Michael James McneelyCRD 2951584 · Quincy, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew MillerCRD 2229977 · Woodbury, NY
  IA RegisteredBroker
• Anthony D McmullenCRD 4964511 · Nashua, NH
  IA RegisteredBroker
  Disclosure event(s) on record
• Scott Richard MrozekCRD 2410838 · Henderson, NV
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher J NataleCRD 6039031 · Locust Valley, NY
  IA RegisteredBroker
• Megan Marie PalazzoCRD 5310360 · South Jordan, UT
  IA RegisteredBroker
  Disclosure event(s) on record
• Thomas Charles PalumboCRD 2150024 · Locust Valley, NY
  IA RegisteredBroker
• Carli Sandra PiccolellaCRD 5972358 · Caldwell, NJ
  IA RegisteredRegistration inactive
• Ralph Sadler PowellCRD 2596347 · Woodbury, NY
  IA RegisteredBroker
• James Bernard PlummerCRD 4634793 · Johnstown, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michael William RadakovichCRD 1614254 · Portland, OR
  IA RegisteredBroker
• Patricia Lynn RamirezCRD 2093341 · Concord, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Trevor R RandallCRD 5802163 · Long Beach, CA
  IA RegisteredBroker
• Bryan Anthony RichardsonCRD 1993957 · Indianapolis, IN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Matthew Samuel RendellCRD 6891676 · Locust Valley, NY
  IA RegisteredBroker
• Kristin SanguinoCRD 4400710 · Caldwell, NJ
  IA RegisteredRegistration inactive
• Stanley Bernard StarrCRD 1391920 · Lancaster, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• John Curtis StollerCRD 3076649 · Walnut Creek, CA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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