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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)39 years in industry

SANDRA LEE HAY MAGDALENO

Advisor at CONSOLIDATED PORTFOLIO REVIEW CORP

WOODBURY, NY | PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:833157dd-e977-b769-0671-27c58efcd35e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 9, 2006 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: Oct 1, 1986earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Feb 2, 1989
First registration: Jun 9, 2006
Dual registered: yes, broker-dealer
Other names: SANDY HAY|SANDRA HAY|SANDRA LEE HAY |SANDRA LEE HAY|SANDRA L HAY MAGDALENO|Sandra L Hay
IAPD individual key: 1635367

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	Jan 11, 2022	n/a	yes	PORTLAND, OR\|WOODBURY, NY	Current employment
CASCADIA ADVISORY SERVICES, LLC	Former SEC adviser	Sep 5, 2019	Jan 4, 2022	no	PORTLAND, OR\|Portland, OR	Previous registration
CETERA ADVISORS LLC	Former SEC adviser	Feb 28, 2012	Feb 11, 2020	no	PORTLAND, OR\|GREENWOOD VILLAGE, CO\|PORTLAND, OR	Previous registration
PACIFIC WEST FINANCIAL CONSULTANTS INC	Former SEC adviser	Jun 9, 2006	Feb 28, 2012	no	RENTON, WA	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
CASCADIA ADVISORY SERVICES, LLC	CONSOLIDATED PORTFOLIO REVIEW CORP	Jan 4, 2022	Jan 11, 2022	7	Firm change	RIA to RIA
CETERA ADVISORS LLC	CASCADIA ADVISORY SERVICES, LLC	Feb 11, 2020	Sep 5, 2019	-159	Firm change after gap	Ibd to RIA
PACIFIC WEST FINANCIAL CONSULTANTS INC	CETERA ADVISORS LLC	Feb 28, 2012	Feb 28, 2012	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
10299:290231:OR:2020-02-11	Feb 11, 2020	Sep 5, 2019	PORTLAND, OR	Firm change after gap

Relationships

Registered with (4)

→ CONSOLIDATED PORTFOLIO REVIEW CORPRegistered adviserregistration: current employment
Jan 11, 2022 to presentfactForm ADV
→ CASCADIA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Sep 5, 2019 to Jan 4, 2022factForm ADV
→ CETERA ADVISORS LLCRegistered adviserregistration: previous registration
Feb 28, 2012 to Feb 11, 2020factForm ADV
→ PACIFIC WEST FINANCIAL CONSULTANTS INCRegistered adviserregistration: previous registration
Jun 9, 2006 to Feb 28, 2012factForm ADV

Dated events

Occurred
Jan 4, 2022
Advisor changed firm
Sandra Lee Hay Magdaleno left Cascadia Advisory Services, Llc for Consolidated Portfolio Review Corp (registered 2022-01-11)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:833157dd-e977-b769-0671-27c58efcd35e
First observed: Jun 9, 2006
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SANDRA LEE HAY MAGDALENO

Advisor at CONSOLIDATED PORTFOLIO REVIEW CORP

WOODBURY, NY | PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:833157dd-e977-b769-0671-27c58efcd35e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:16 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CONSOLIDATED PORTFOLIO REVIEW CORP

Independent wealth

Jan 11, 2022

n/a

yes

PORTLAND, OR|WOODBURY, NY

Current employment

CASCADIA ADVISORY SERVICES, LLC

Former SEC adviser

Sep 5, 2019

Jan 4, 2022

PORTLAND, OR|Portland, OR

Previous registration

CETERA ADVISORS LLC

Former SEC adviser

Feb 28, 2012

Feb 11, 2020

PORTLAND, OR|GREENWOOD VILLAGE, CO|PORTLAND, OR

Previous registration

PACIFIC WEST FINANCIAL CONSULTANTS INC

Former SEC adviser

Jun 9, 2006

Feb 28, 2012

RENTON, WA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CASCADIA ADVISORY SERVICES, LLC

CONSOLIDATED PORTFOLIO REVIEW CORP

Jan 4, 2022

Jan 11, 2022

Firm change

RIA to RIA

CETERA ADVISORS LLC

CASCADIA ADVISORY SERVICES, LLC

Feb 11, 2020

Sep 5, 2019

-159

Firm change after gap

Ibd to RIA

PACIFIC WEST FINANCIAL CONSULTANTS INC

CETERA ADVISORS LLC

Feb 28, 2012

Bulk transfer

Other

Team

Left

Joined

From

Kind

10299:290231:OR:2020-02-11

Feb 11, 2020

Sep 5, 2019

PORTLAND, OR

Firm change after gap