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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)26 years in industry

RICHARD THOMAS HERN

Advisor at CONSOLIDATED PORTFOLIO REVIEW CORP

Stoughton, MA | WOODBURY, NY

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Search this name across graphsid dfx:ria:0973a1da-b363-4cd6-5fb5-1bde0527e536

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 25, 2011 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CONSOLIDATED PORTFOLIO REVIEW CORP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 21, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jan 21, 2000
First registration: Aug 25, 2011
Dual registered: yes, broker-dealer
Other names: RICHARD THOMAS HERN, JR
IAPD individual key: 4072121

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CONSOLIDATED PORTFOLIO REVIEW CORP	Independent wealth	Mar 23, 2026	n/a	yes	Stoughton, MA\|WOODBURY, NY	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jan 12, 2015	Mar 25, 2026	no	Stoughton, MA\|STOUGHTON, MA\|Stoughton, MA	Previous registration
FIRST ADVISORS NATIONAL, LLC	Independent wealth	Feb 11, 2013	Jan 7, 2015	no	STOUGHTON, MA	Previous registration
INSTITUTE FOR WEALTH ADVISORS, INC.	Former SEC adviser	Jun 26, 2012	Dec 31, 2012	no	STOUGHTON, MA	Previous registration
CAPITAL CHOICE INVESTMENT ADVISERS, INC.	n/a	Aug 25, 2011	Jun 26, 2012	no	GREENSBORO, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	CONSOLIDATED PORTFOLIO REVIEW CORP	Mar 25, 2026	Mar 23, 2026	-2	Firm change	Ibd to RIA
FIRST ADVISORS NATIONAL, LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Jan 7, 2015	Jan 12, 2015	5	Firm change	Other
INSTITUTE FOR WEALTH ADVISORS, INC.	FIRST ADVISORS NATIONAL, LLC	Dec 31, 2012	Feb 11, 2013	42	Firm change	Other
CAPITAL CHOICE INVESTMENT ADVISERS, INC.	INSTITUTE FOR WEALTH ADVISORS, INC.	Jun 26, 2012	Jun 26, 2012	0	Firm change	Other

Relationships

Registered with (5)

→ CONSOLIDATED PORTFOLIO REVIEW CORPRegistered adviserregistration: current employment
Mar 23, 2026 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Jan 12, 2015 to Mar 25, 2026factForm ADV
→ FIRST ADVISORS NATIONAL, LLCRegistered adviserregistration: previous registration
Feb 11, 2013 to Jan 7, 2015factForm ADV
→ INSTITUTE FOR WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Jun 26, 2012 to Dec 31, 2012factForm ADV
→ CAPITAL CHOICE INVESTMENT ADVISERS, INC.Registered adviserregistration: previous registration
Aug 25, 2011 to Jun 26, 2012factForm ADV

Dated events

Occurred
Mar 25, 2026
Advisor changed firm
Richard Thomas Hern left Cambridge Investment Research Advisors, Inc. for Consolidated Portfolio Review Corp (registered 2026-03-23)
Form ADVobserved 6 days ago