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RIA / WealthAdvisorCertified Financial Planner18 years in industry

CHRISTOPHER ROBERT SHARRY

Advisor at CONSOLIDATED PORTFOLIO REVIEW CORP

Worcester, MA | WOODBURY, NY

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Search this name across graphsid dfx:ria:8bbc5601-43a5-c7ca-3442-96ded99ee1f4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 16, 2015 to Sep 14, 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: Nov 1, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65
First exam: Jan 24, 2015
First registration: Mar 16, 2015
Dual registered: no
Other names: CHRIS SHARRY|CHRISTOPHER SHARRY
IAPD individual key: 6461503

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	Jul 7, 2022	n/a	yes	Worcester, MA\|WOODBURY, NY	Current employment
THE PATRIOT FINANCIAL GROUP, LLC	Independent wealth	Jan 23, 2019	Jul 6, 2022	no	Worcester, MA\|WALPOLE, MA	Previous registration
GRADIENT ADVISORS, LLC	Independent wealth	Apr 25, 2017	Dec 31, 2018	no	Worcester, MA\|ARDEN HILLS, MN	Previous registration
ASSURE WEALTH STRATEGIES, LLC	n/a	Mar 16, 2015	Jul 6, 2017	no	WORCESTER, MA\|WORCESTER, 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
THE PATRIOT FINANCIAL GROUP, LLC	CONSOLIDATED PORTFOLIO REVIEW CORP	Jul 6, 2022	Jul 7, 2022	1	Firm change	RIA to RIA
GRADIENT ADVISORS, LLC	THE PATRIOT FINANCIAL GROUP, LLC	Dec 31, 2018	Jan 23, 2019	23	Firm change	RIA to RIA
ASSURE WEALTH STRATEGIES, LLC	GRADIENT ADVISORS, LLC	Jul 6, 2017	Apr 25, 2017	-72	Firm change after gap	Other

Relationships

Registered with (4)

→ CONSOLIDATED PORTFOLIO REVIEW CORPRegistered adviserregistration: current employment
Jul 7, 2022 to presentfactForm ADV
→ THE PATRIOT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Jan 23, 2019 to Jul 6, 2022factForm ADV
→ GRADIENT ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 25, 2017 to Dec 31, 2018factForm ADV
→ ASSURE WEALTH STRATEGIES, LLCRegistered adviserregistration: previous registration
Mar 16, 2015 to Jul 6, 2017factForm ADV

Dated events

Occurred
Jul 6, 2022
Advisor changed firm
Christopher Robert Sharry left The Patriot Financial Group, Llc for Consolidated Portfolio Review Corp (registered 2022-07-07)
Form ADVobserved 4 days ago