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RIA / WealthAdvisorCertified Financial Planner28 years in industry

Ian Joseph Tollefsen

Advisor at CONSOLIDATED PORTFOLIO REVIEW CORP

WOODBURY, NY | Nashua, NH

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Search this name across graphsid dfx:ria:60fab7a9-06fc-d0ea-d222-897a6df50f13

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Sep 18, 2003 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: Sep 16, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Sep 16, 1998
First registration: Sep 18, 2003
Dual registered: no
IAPD individual key: 3082890

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	Jun 11, 2025	n/a	yes	Nashua, NH\|WOODBURY, NY	Current employment
TRUST ADVISORY GROUP LTD	Independent wealth	Jul 28, 2021	May 19, 2025	no	Nashua, NH\|BIRMINGHAM, AL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 8, 2015	May 2, 2016	no	HANOVER, NH\|CONCORD, NH\|CONCORD, NH\|HANOVER, NH\|PORTLAND, ME	Previous registration
WORLD ADVISORY SERVICES	Former SEC adviser	Sep 16, 2014	Dec 22, 2014	no	LINCROFT, NJ\|LINCROFT, NJ\|LINCROFT, NJ	Previous registration
WALNUT STREET SECURITIES, INC.	Former SEC adviser	Sep 19, 2008	Feb 24, 2012	no	BOSTON, MA\|SOMERSET, NJ\|ISELIN, NJ	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Sep 19, 2008	Aug 1, 2014	no	SOMERSET, NJ\|SPRINGFIELD, MA\|CRANFORD, NJ\|BOSTON, MA\|SPRINGFIELD, MA\|BOSTON, MA\|CHARLOTTE, NC\|CRANFORD, NJ\|SOMERSET, NJ	Previous registration
TOWER SQUARE SECURITIES, INC.	Former SEC adviser	Sep 19, 2008	Feb 24, 2012	no	BOSTON, MA\|NEW YORK, NY\|SOMERSET, NJ\|SOMERSET, NJ	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Sep 19, 2008	Aug 1, 2014	no	SOMERSET, NJ\|NEW YORK, NY\|CRANFORD, NJ\|BOSTON, MA\|NEW YORK, NY\|BOSTON, MA\|CHARLOTTE, NC\|CRANFORD, NJ\|ISELIN, NJ	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Sep 18, 2003	Oct 8, 2004	no	BOSTON, MA	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
TRUST ADVISORY GROUP LTD	CONSOLIDATED PORTFOLIO REVIEW CORP	May 19, 2025	Jun 11, 2025	23	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	TRUST ADVISORY GROUP LTD	May 2, 2016	Jul 28, 2021	1,913	Firm change after gap	Wirehouse to RIA
WORLD ADVISORY SERVICES	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Dec 22, 2014	Jan 8, 2015	17	Firm change	Other
MSI FINANCIAL SERVICES, INC.	NEW ENGLAND SECURITIES CORPORATION	Aug 1, 2014	Sep 19, 2008	-2,142	Firm change after gap	Other
NEW ENGLAND SECURITIES CORPORATION	WORLD ADVISORY SERVICES	Aug 1, 2014	Sep 16, 2014	46	Firm change	Other
WALNUT STREET SECURITIES, INC.	NEW ENGLAND SECURITIES CORPORATION	Feb 24, 2012	Sep 19, 2008	-1,253	Channel change	Other
TOWER SQUARE SECURITIES, INC.	WALNUT STREET SECURITIES, INC.	Feb 24, 2012	Sep 19, 2008	-1,253	Channel change	Other
RBC CAPITAL MARKETS, LLC	TOWER SQUARE SECURITIES, INC.	Oct 8, 2004	Sep 19, 2008	1,442	Firm change after gap	Other

Relationships

Registered with (9)

→ CONSOLIDATED PORTFOLIO REVIEW CORPRegistered adviserregistration: current employment
Jun 11, 2025 to presentfactForm ADV
→ TRUST ADVISORY GROUP LTDRegistered adviserregistration: previous registration
Jul 28, 2021 to May 19, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 8, 2015 to May 2, 2016factForm ADV
→ WORLD ADVISORY SERVICESRegistered adviserregistration: previous registration
Sep 16, 2014 to Dec 22, 2014factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Sep 19, 2008 to Aug 1, 2014factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Sep 19, 2008 to Aug 1, 2014factForm ADV
→ WALNUT STREET SECURITIES, INC.Registered adviserregistration: previous registration
Sep 19, 2008 to Feb 24, 2012factForm ADV
→ TOWER SQUARE SECURITIES, INC.Registered adviserregistration: previous registration
Sep 19, 2008 to Feb 24, 2012factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Sep 18, 2003 to Oct 8, 2004factForm ADV

Dated events

Occurred
May 19, 2025
Advisor changed firm
Ian Joseph Tollefsen left Trust Advisory Group Ltd for Consolidated Portfolio Review Corp (registered 2025-06-11)
Form ADVobserved 4 days ago