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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

CONSOLIDATED PORTFOLIO REVIEW CORP

CRD 112694

WOODBURY, NY

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:df1a6fd3-a5e1-ffe8-67de-34cfa45f046b

Data as of Jun 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 114
Dated events: 40
On other graphs: 0
Observed: Jan 3, 2012 to Jun 1, 2026
70 observations

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

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=false bd_reps=44.0
Regulatory AUM: $1.6BItem 5.F on the latest filing (2026-06-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.6B
Private client RAUM: $1.6BderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 66
RAUM per advisor: $24.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 56
Advisory employees: 47
Offices: 47Schedule D 1.F, beyond the principal office
Accounts: 6,228
Individual clients: 5,894
High net worth clients: 293
Custody, client assets: $0
SEC number: 801-38795
CRD: 112694
Filings on the tape: 70
First filed: Jan 3, 2012
Latest filed: Jun 1, 2026
Organised: Corporation, NY
Website: legacysolutionswm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 66

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSEPH JOHN TRIFILETTI	n/a	WOODBURY, NY	15	18	n/a	yes
MATTHEW MILLER	n/a	Lakeside, CA \| El Cajon, CA \| WOODBURY, NY	13	34	1	yes
MONROE M DIEFENDORF	Chartered Financial Consultant	Laurel Hollow, NY \| WOODBURY, NY	9	48	2	yes
DANIEL ANTENOR, JR	n/a	WOODBURY, NY	7	16	1	yes
MICHAEL WILLIAM RADAKOVICH	Certified Financial Planner\|Chartered Financial Consultant	PORTLAND, OR \| WOODBURY, NY	5	39	3	yes
WILLIAM LOUIS FISHER	n/a	Danville, CA \| WOODBURY, NY	5	34	3	yes
KENNETH NEIL MARTINSON	n/a	WALNUT CREEK, CA \| WOODBURY, NY	5	42	2	yes
JOHN CURTIS STOLLER	n/a	WALNUT CREEK, CA \| WOODBURY, NY	5	33	1	yes
THOMAS CHARLES PALUMBO	Chartered Financial Consultant	WOODBURY, NY \| Locust Valley, NY	5	35	3	yes
JEFFREY A HIGGS	Certified Financial Planner	Locust Valley, NY \| WOODBURY, NY	5	17	3	yes
Matthew Samuel Rendell	Certified Financial Planner	WOODBURY, NY \| Locust Valley, NY	5	15	n/a	yes
ROBERT DOUGLAS HALBREINER	n/a	Locust Valley, NY \| WOODBURY, NY	5	14	3	yes
CHRISTOPHER J NATALE	n/a	WOODBURY, NY \| Locust Valley, NY	5	10	2	yes
Thomas OBrien Turner	n/a	Rockford, MI \| WOODBURY, NY	5	44	2	no
IVORY JEROME JOHNSON	Certified Financial Planner	Washington, DC \| Palm Coast, FL \| WOODBURY, NY	5	35	3	yes
STEVEN MATTHEW HOWE	n/a	WOODBURY, NY	4	21	3	yes
SANDRA LEE HAY MAGDALENO	Certified Financial Planner	WOODBURY, NY \| PORTLAND, OR	4	39	3	yes
CHRISTOPHER ROBERT SHARRY	Certified Financial Planner	Worcester, MA \| WOODBURY, NY	4	18	3	no
Daniel Jason Bredow	n/a	WOODBURY, NY	4	13	1	yes
TREVOR R RANDALL	Certified Financial Planner	WOODBURY, NY \| Long Beach, CA	4	13	1	yes
JOSHUA JOHN HATTIG	Certified Financial Planner	Longmont, CO \| WOODBURY, NY	4	23	3	yes
Andrea Steiner	n/a	WOODBURY, NY \| Incline Village, NV	4	17	3	yes
James Bernard Plummer	n/a	Johnstown, PA \| WOODBURY, NY	4	23	4	no
Scott Richard Mrozek	n/a	WOODBURY, NY \| Prescott Valley, AZ \| Henderson, NV	4	32	2	yes
Stephen Douglas Vallender	Certified Financial Planner	WOODBURY, NY \| Henderson, NV \| Prescott Valley, AZ	4	23	3	yes

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MONROE INSURANCE DEDICATED FUNDS	Other Private Fund	$0	Mar 27, 2017	0	Nov 10, 2016	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANTENOR, JR, DANIEL	CHIEF OPERATIONS OFFICER	Na	yes	01/2022	Jun 1, 2026	Jun 1, 2026
DISTANTE, STEPHEN, ALFRED	Ceo	Na	yes	06/2020	Jun 1, 2026	Jun 1, 2026
TRIFILETTI, JOSEPH, JOHN	President	Na	yes	01/2021	Jun 1, 2026	Jun 1, 2026
VAS II HOLDINGS, LLC	Shareholder	E	yes	06/2020	Jun 1, 2026	Jun 1, 2026
HOWE, STEVEN, MATTHEW	DIRECTOR OF BUSINESS DEVELOPMENT	Na	no	01/2024	Jun 1, 2026	Jun 1, 2026
PLAPP, MEGAN, LYNN	CHIEF FINANCIAL OFFICER OFFICER	Na	no	10/2018	Jun 1, 2026	Jun 1, 2026
THOMAS, MICHELLE, DENISE	CHIEF COMPLIANCE OFFICER	Na	no	01/2024	Aug 17, 2021	Dec 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PFG INVESTMENTS, LLC	n/a	Bd affiliated wealth	$2.1B	Y	yes	n/a
3D WEALTH INSURANCE SERVICES, LLC	n/a	n/a	n/a	Y	yes	n/a
ANNUITY DEPOT	n/a	n/a	n/a	Y	yes	n/a
DIEFENDORF PLANNING SERVICES, LTD.	n/a	n/a	n/a	Y	yes	n/a
IMPACTU.INVESTMENTS, LLC	n/a	n/a	n/a	Y	yes	n/a
RETIREMENT PLANNING & ADMINISTRATION, INC.	n/a	n/a	n/a	Y	yes	n/a
VANDERBILT SECURITIES, LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
LOCUST VALLEY	NY	United States	5	yes
Worcester	Ma	United States	3	no
WALNUT CREEK	CA	United States	2	yes
Longmont	Co	United States	2	yes
Henderson	Nv	United States	2	yes
Danville	CA	United States	1	yes
HERMOSA BEACH	CA	United States	1	yes
LONG BEACH	CA	United States	1	yes
Washington	Dc	United States	1	yes
KEY WEST	FL	United States	1	yes
Kahuku	Hi	United States	1	no
Manhattan	Ks	United States	1	yes
Pennington	Nj	United States	1	no
INCLINE VILLAGE	Nv	United States	1	yes
Northwood	Oh	United States	1	yes
Portland	Or	United States	1	yes
Portland	Or	United States	1	yes
EL PASO	TX	United States	1	no
Sandy	Ut	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 20

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$1.6B	$1.6B	56	47	47	n/a	n/a
2024	Mar 13, 2025	$1.3B	$1.3B	45	28	24	n/a	n/a
2023	Mar 15, 2024	$906M	$862M	833	28	17	n/a	n/a
2022	Mar 29, 2023	$738M	$699M	33	29	16	n/a	n/a
2021	Mar 28, 2022	$602M	$551M	16	13	7	n/a	n/a
2020	Mar 31, 2021	$471M	$471M	17	13	2	n/a	n/a
2019	Mar 30, 2020	$186M	$186M	5	5	1	n/a	n/a
2018	Mar 29, 2019	$192M	$23.6M	2	2	1	n/a	n/a
2017	Mar 30, 2018	$153M	$79.4M	2	2	1	n/a	n/a
2016	Mar 27, 2017	$188M	$76.0M	2	2	n/a	1	$0
2015	Mar 29, 2016	$174M	$53.6M	2	2	n/a	n/a	n/a
2014	Jan 30, 2015	$169M	$35.9M	2	1	n/a	n/a	n/a
2013	Feb 28, 2014	$169M	$28.0M	2	1	n/a	n/a	n/a
2012	Jan 2, 2013	$145M	$12.0M	2	1	n/a	n/a	n/a
2011	Jan 3, 2012	$131M	$10.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
16	2	14	3.0%	1	1	0	33	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.6B	$1.3B	22.9%	$738M	29.2%	56	45	47	24

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WEALTH WATCH ADVISORS, INC	2	Jul 21, 2023	Jul 18, 2023	ESCONDIDO, CA	Team lift out	RIA to RIA	5.9%
STRUCTURED CAPITAL DESIGNS, INC.	3	Dec 31, 2016	Jan 12, 2017	WOODBURY, NY	Team lift out	Other	37.5%
3D WEALTH RIA, LLC	2	Dec 31, 2016	May 8, 2019	WOODBURY, NY	Team lift out	Other	25.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PERSONAL CFO SOLUTIONS LLC	3	Jun 1, 2026	May 1, 2026	CHESTER, NJ	Team lift out	RIA to RIA	30.0%
TRUST ADVISORY GROUP LTD	2	Nov 19, 2025	Dec 9, 2025	BIRMINGHAM, AL	Team lift out	RIA to RIA	9.1%
THE PATRIOT FINANCIAL GROUP, LLC	2	Aug 12, 2022	May 18, 2023	WALPOLE, MA	Team lift out	RIA to RIA	3.8%
PLANMEMBER SECURITIES CORPORATION	2	Aug 4, 2022	Jan 4, 2023	BERTHOUD, CO	Team lift out	RIA to RIA	0.6%
KMS FINANCIAL SERVICES, INC	4	Oct 28, 2020	Jan 8, 2026	WALNUT CREEK, CA	Team lift out	Ibd to RIA	1.7%
KMS FINANCIAL SERVICES, INC	2	Oct 22, 2020	Oct 27, 2020	PORTLAND, OR	Team lift out	Ibd to RIA	0.8%
3D WEALTH RIA, LLC	4	Jul 17, 2019	Feb 9, 2021	LOCUST VALLEY, NY	Firm absorbed	RIA to RIA	100.0%

Relationships

showing 80 of 114

Registered with (70)

← STEFAN AUSTIN BURKEAdvisorregistration: current employment
Aug 27, 2026 to presentfactForm ADV
← Tiffany Marie CarrionAdvisorregistration: current employment
Aug 20, 2026 to presentfactForm ADV
← QUENTIN LEROY ROBBAdvisorregistration: current employment
Jun 23, 2026 to presentfactForm ADV
← JEREMIAH RYAN GREENLEAFAdvisorregistration: current employment
Jun 11, 2026 to presentfactForm ADV
← MICHAEL JAMES MCNEELYAdvisorregistration: current employment
Jun 2, 2026 to presentfactForm ADV
← STEVEN DOMINIC CACCIUTTIAdvisorregistration: current employment
Jun 1, 2026 to presentfactForm ADV
← KRISTIN SANGUINOAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← CARLI SANDRA PICCOLELLAAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← JOHN HIGGINS VIIAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← BRYAN ANTHONY RICHARDSONAdvisorregistration: current employment
Mar 25, 2026 to presentfactForm ADV
← RICHARD THOMAS HERNAdvisorregistration: current employment
Mar 23, 2026 to presentfactForm ADV
← LIONEL JAMES EDMONSONAdvisorregistration: current employment
Mar 17, 2026 to presentfactForm ADV
← Alex DarroudiAdvisorregistration: current employment
Mar 8, 2026 to presentfactForm ADV
← GANG LUAdvisorregistration: current employment
Feb 3, 2026 to presentfactForm ADV
← HOWARD JEFFREY DOUGLASAdvisorregistration: current employment
Jan 30, 2026 to presentfactForm ADV
← Jason Tyler GreenwoodAdvisorregistration: current employment
Jan 8, 2026 to presentfactForm ADV
← THOMAS DONALD BACONAdvisorregistration: current employment
Dec 9, 2025 to presentfactForm ADV
← STANLEY BERNARD STARRAdvisorregistration: current employment
Nov 26, 2025 to presentfactForm ADV
← MICHAEL JOHN KILEYAdvisorregistration: current employment
Oct 14, 2025 to presentfactForm ADV
← DONALD D DALTONAdvisorregistration: current employment
Sep 2, 2025 to presentfactForm ADV
← Ian Joseph TollefsenAdvisorregistration: current employment
Jun 11, 2025 to presentfactForm ADV
← Anthony D McMullenAdvisorregistration: current employment
Jun 11, 2025 to presentfactForm ADV
← STEVEN GEORGE YAZELLAdvisorregistration: current employment
Jun 3, 2025 to presentfactForm ADV
← CARY EDWARD URICHAdvisorregistration: current employment
May 1, 2025 to presentfactForm ADV
← MATTHEW MILLERAdvisorregistration: current employment
Apr 17, 2025 to presentfactForm ADV
← RALPH SADLER POWELLAdvisorregistration: current employment
Apr 17, 2025 to presentfactForm ADV
← MEGAN MARIE PALAZZOAdvisorregistration: current employment
Mar 7, 2025 to presentfactForm ADV
← XIAOYONG WANGAdvisorregistration: current employment
Feb 3, 2025 to presentfactForm ADV
← ROBERT WADE ELDRIDGEAdvisorregistration: current employment
Jan 10, 2025 to presentfactForm ADV
← Karen Elizabeth VaughtAdvisorregistration: current employment
Dec 9, 2024 to presentfactForm ADV
and 40 more

Affiliated with (3)

→ VANDERBILT ADVISORY SERVICESRegistered adviserother investment adviser, control, common control
factForm ADV
← VANDERBILT ADVISORY SERVICESRegistered adviserother investment adviser, control, common control
factForm ADV
← 3D WEALTH RIA, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Moved with (3)

← PERSONAL CFO SOLUTIONS LLCRegistered adviser3 advisors, team lift out, same day
Jun 1, 2026 to May 1, 2026factForm ADV
← KMS FINANCIAL SERVICES, INCRegistered adviser4 advisors, team lift out
Oct 28, 2020 to Jan 8, 2026factForm ADV
← TRUST ADVISORY GROUP LTDRegistered adviser2 advisors, team lift out
Nov 19, 2025 to Dec 9, 2025factForm ADV

Controls (1)

← DISTANTE, STEPHEN, ALFREDOwnerCEO, ownership code NA, individual
Jul 16, 2020 to Dec 20, 2024factForm ADV

Owns (2)

← THOMAS, MICHELLE, DENISEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 17, 2021 to Dec 20, 2024factForm ADV
← HOWE, STEVEN, MATTHEWOwnerDIRECTOR OF BUSINESS DEVELOPMENT, ownership code NA, individual
Jul 16, 2020 to Dec 20, 2024factForm ADV

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 30, 2026
Advisor changed firm
Andrew Gentiluomo left Consolidated Portfolio Review Corp for Fortezza Wealth Advisors, Llc (registered 2026-06-30)
Form ADVobserved 3 days ago
Occurred
Jun 1, 2026
Team lift-out
3 advisors left Personal Cfo Solutions LLC (Chester, NJ) for Consolidated Portfolio Review Corp on the same day
Form ADVobserved 3 days ago
3 advisors
Occurred
Nov 19, 2025
Team lift-out
2 advisors left Trust Advisory Group LTD (Birmingham, AL) for Consolidated Portfolio Review Corp within 2 days
Form ADVobserved 3 days ago
2 advisors
Occurred
Nov 18, 2025
Advisor headcount changed
Consolidated Portfolio Review Corp reported 44 state-registered advisory representatives, up from 32 (2025-08-13 to 2025-11-18)
Form ADVobserved 3 days ago
12 IARS
Occurred
Nov 7, 2025
Advisor changed firm
Tyler Keegan left Consolidated Portfolio Review Corp for Vanderbilt Advisory Services (registered 2025-04-24)
Form ADVobserved 3 days ago
Occurred
Jun 27, 2025
Advisor changed firm
Stephen Moorman left Consolidated Portfolio Review Corp for Libra Wealth Llc (registered 2025-08-12)
Form ADVobserved 3 days ago
Occurred
Apr 30, 2025
Advisor changed firm
Polly Marie Stoecklein left Consolidated Portfolio Review Corp for Pinkerton Wealth Partners (registered 2025-10-10)
Form ADVobserved 3 days ago
Occurred
Feb 26, 2025
Regulatory AUM changed
Consolidated Portfolio Review Corp reported RAUM $1.3B, up 43% from $905.6M (2025-01-21 to 2025-02-26)
Form ADVobserved 3 days ago
$389M
Occurred
Jan 2, 2024
Control person left
Matthew Steven Howe (Chief Compliance Officer) no longer on Schedule A of Consolidated Portfolio Review Corp (listed 2023-08-22, absent 2024-01-02)
Form ADVobserved 3 days ago
Occurred
Aug 1, 2023
Advisor changed firm
Douglas P Geraghty left Consolidated Portfolio Review Corp for Vanderbilt Advisory Services (registered 2022-03-21)
Form ADVobserved 3 days ago
Occurred
Jul 21, 2023
Team lift-out
2 advisors left Consolidated Portfolio Review Corp (Escondido, CA) for Wealth Watch Advisors, Inc on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Jul 21, 2023
Advisor changed firm
Daniel James Packard left Consolidated Portfolio Review Corp for Wealth Watch Advisors, Inc (registered 2023-07-18)
Form ADVobserved 3 days ago
Occurred
Jul 21, 2023
Advisor changed firm
Ronald Chris Packard left Consolidated Portfolio Review Corp for Wealth Watch Advisors, Inc (registered 2023-07-12)
Form ADVobserved 3 days ago
Occurred
Sep 21, 2022
Control person left
Gordon Steve Howe (Director Of Operations) no longer on Schedule A of Consolidated Portfolio Review Corp (listed 2022-09-08, absent 2022-09-21)
Form ADVobserved 3 days ago
Occurred
Sep 21, 2022
Control person joined
Matthew Steven Howe (Director Of Operations) appeared on Schedule A of Consolidated Portfolio Review Corp
Form ADVobserved 3 days ago
Occurred
Sep 8, 2022
Control person joined
Gordon Steve Howe (Director Of Operations) appeared on Schedule A of Consolidated Portfolio Review Corp
Form ADVobserved 3 days ago
Occurred
Aug 12, 2022
Team lift-out
2 advisors left The Patriot Financial Group, LLC (Walpole, MA) for Consolidated Portfolio Review Corp on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Aug 4, 2022
Team lift-out
2 advisors left Planmember Securities Corporation (Berthoud, CO) for Consolidated Portfolio Review Corp on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Mar 28, 2022
Regulatory AUM changed
Consolidated Portfolio Review Corp reported RAUM $601.5M, up 28% from $470.7M (2022-01-14 to 2022-03-28)
Form ADVobserved 3 days ago
$131M
Occurred
Mar 28, 2022
Control person left
Denise Michelle Thomas (Chief Compliance Officer) no longer on Schedule A of Consolidated Portfolio Review Corp (listed 2022-01-14, absent 2022-03-28)
Form ADVobserved 3 days ago
Occurred
Jan 6, 2022
Control person left
James Thomas Murphy (Aml Officer, Options Principal, Municpal Principal) no longer on Schedule A of Consolidated Portfolio Review Corp (listed 2021-08-17, absent 2022-01-06)
Form ADVobserved 3 days ago
Occurred
Aug 17, 2021
Control person left
Stavros Theologos Basis (Chief Compliance Officer) no longer on Schedule A of Consolidated Portfolio Review Corp (listed 2021-08-12, absent 2021-08-17)
Form ADVobserved 3 days ago
Occurred
Aug 17, 2021
Control person joined
Denise Michelle Thomas (Chief Compliance Officer) appeared on Schedule A of Consolidated Portfolio Review Corp
Form ADVobserved 3 days ago
Occurred
Apr 6, 2021
Control person left
Teresa Darlene Spinek (Interim Cco) no longer on Schedule A of Consolidated Portfolio Review Corp (listed 2021-03-31, absent 2021-04-06)
Form ADVobserved 3 days ago
Occurred
Apr 6, 2021
Control person joined
Stavros Theologos Basis (Chief Compliance Officer) appeared on Schedule A of Consolidated Portfolio Review Corp
Form ADVobserved 3 days ago
Occurred
Mar 31, 2021
Regulatory AUM changed
Consolidated Portfolio Review Corp reported RAUM $470.7M, up 154% from $185.5M (2021-03-12 to 2021-03-31)
Form ADVobserved 3 days ago
$285M
Occurred
Mar 12, 2021
Control person left
Matthew Steven Howe (Chief Compliance Officer) no longer on Schedule A of Consolidated Portfolio Review Corp (listed 2021-01-25, absent 2021-03-12)
Form ADVobserved 3 days ago
Occurred
Mar 12, 2021
Control person joined
Teresa Darlene Spinek (Interim Cco) appeared on Schedule A of Consolidated Portfolio Review Corp
Form ADVobserved 3 days ago
Occurred
Jan 8, 2021
Control person left
Priscilla More (Advisory Manager) no longer on Schedule A of Consolidated Portfolio Review Corp (listed 2020-10-28, absent 2021-01-08)
Form ADVobserved 3 days ago
Occurred
Jan 8, 2021
Control person joined
John Joseph Trifiletti (President) appeared on Schedule A of Consolidated Portfolio Review Corp
Form ADVobserved 3 days ago
Occurred
Sep 24, 2020
Control person joined
James Thomas Murphy (Aml Officer, Options Principal, Municpal Principal) appeared on Schedule A of Consolidated Portfolio Review Corp
Form ADVobserved 3 days ago
Occurred
Sep 24, 2020
Control person joined
Daniel Antenor (Advisory Manager) appeared on Schedule A of Consolidated Portfolio Review Corp
Form ADVobserved 3 days ago
Occurred
Jul 16, 2020
Control person left
M Monroe Diefendorf (President/Chief Compliance Officer) no longer on Schedule A of Consolidated Portfolio Review Corp (listed 2020-06-29, absent 2020-07-16)
Form ADVobserved 3 days ago
Occurred
Jul 16, 2020
Control person joined
Matthew Steven Howe (Chief Compliance Officer) appeared on Schedule A of Consolidated Portfolio Review Corp
Form ADVobserved 3 days ago
Occurred
Jul 16, 2020
Control person joined
Alfred Stephen Distante (Ceo) appeared on Schedule A of Consolidated Portfolio Review Corp
Form ADVobserved 3 days ago
Occurred
Jul 16, 2020
Control person joined
Priscilla More (Advisory Manager) appeared on Schedule A of Consolidated Portfolio Review Corp
Form ADVobserved 3 days ago

Show 4 bookkeeping events

Occurred
Mar 27, 2026
Consolidated Portfolio Review Corp reported 47 offices beyond its principal office, up from 26 (2026-02-04 to 2026-03-27)
Occurred
Mar 29, 2023
Consolidated Portfolio Review Corp reported 16 offices beyond its principal office, up from 8 (2022-10-21 to 2023-03-29)
Occurred
Mar 29, 2023
Consolidated Portfolio Review Corp reported 33 state-registered advisory representatives, up from 16 (2022-10-21 to 2023-03-29)
Occurred
Mar 28, 2022
Consolidated Portfolio Review Corp reported 7 offices beyond its principal office, up from 2 (2022-01-14 to 2022-03-28)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df1a6fd3-a5e1-ffe8-67de-34cfa45f046b
First observed: Jan 3, 2012
Last observed: Jun 1, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds 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.

CONSOLIDATED PORTFOLIO REVIEW CORP

CRD 112694

WOODBURY, NY

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:df1a6fd3-a5e1-ffe8-67de-34cfa45f046b

Data as of Jun 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:57 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSEPH JOHN TRIFILETTI

n/a

WOODBURY, NY

n/a

yes

MATTHEW MILLER

n/a

Lakeside, CA | El Cajon, CA | WOODBURY, NY

yes

MONROE M DIEFENDORF

Chartered Financial Consultant

Laurel Hollow, NY | WOODBURY, NY

yes

DANIEL ANTENOR, JR

n/a

WOODBURY, NY

yes

MICHAEL WILLIAM RADAKOVICH

Certified Financial Planner|Chartered Financial Consultant

PORTLAND, OR | WOODBURY, NY

yes

WILLIAM LOUIS FISHER

n/a

Danville, CA | WOODBURY, NY

yes

KENNETH NEIL MARTINSON

n/a

WALNUT CREEK, CA | WOODBURY, NY

yes

JOHN CURTIS STOLLER

n/a

WALNUT CREEK, CA | WOODBURY, NY

yes

THOMAS CHARLES PALUMBO

Chartered Financial Consultant

WOODBURY, NY | Locust Valley, NY

yes

JEFFREY A HIGGS

Certified Financial Planner

Locust Valley, NY | WOODBURY, NY

yes

Matthew Samuel Rendell

Certified Financial Planner

WOODBURY, NY | Locust Valley, NY

n/a

yes

ROBERT DOUGLAS HALBREINER

n/a

Locust Valley, NY | WOODBURY, NY

yes

CHRISTOPHER J NATALE

n/a

WOODBURY, NY | Locust Valley, NY

yes

Thomas OBrien Turner

n/a

Rockford, MI | WOODBURY, NY

IVORY JEROME JOHNSON

Certified Financial Planner

Washington, DC | Palm Coast, FL | WOODBURY, NY

yes

STEVEN MATTHEW HOWE

n/a

WOODBURY, NY

yes

SANDRA LEE HAY MAGDALENO

Certified Financial Planner

WOODBURY, NY | PORTLAND, OR

yes

CHRISTOPHER ROBERT SHARRY

Certified Financial Planner

Worcester, MA | WOODBURY, NY

Daniel Jason Bredow

n/a

WOODBURY, NY

yes

TREVOR R RANDALL

Certified Financial Planner

WOODBURY, NY | Long Beach, CA

yes

JOSHUA JOHN HATTIG

Certified Financial Planner

Longmont, CO | WOODBURY, NY

yes

Andrea Steiner

n/a

WOODBURY, NY | Incline Village, NV

yes

James Bernard Plummer

n/a

Johnstown, PA | WOODBURY, NY

Scott Richard Mrozek

n/a

WOODBURY, NY | Prescott Valley, AZ | Henderson, NV

yes

Stephen Douglas Vallender

Certified Financial Planner

WOODBURY, NY | Henderson, NV | Prescott Valley, AZ

yes

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MONROE INSURANCE DEDICATED FUNDS

Other Private Fund

Mar 27, 2017

Nov 10, 2016

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANTENOR, JR, DANIEL

CHIEF OPERATIONS OFFICER

yes

01/2022

Jun 1, 2026

DISTANTE, STEPHEN, ALFRED

Ceo

yes

06/2020

Jun 1, 2026

TRIFILETTI, JOSEPH, JOHN

President

yes

01/2021

Jun 1, 2026

VAS II HOLDINGS, LLC

Shareholder

yes

06/2020

Jun 1, 2026

HOWE, STEVEN, MATTHEW

DIRECTOR OF BUSINESS DEVELOPMENT

01/2024

Jun 1, 2026

PLAPP, MEGAN, LYNN

CHIEF FINANCIAL OFFICER OFFICER

10/2018

Jun 1, 2026

THOMAS, MICHELLE, DENISE

CHIEF COMPLIANCE OFFICER

01/2024

Aug 17, 2021

Dec 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PFG INVESTMENTS, LLC

n/a

Bd affiliated wealth

$2.1B

yes

n/a

3D WEALTH INSURANCE SERVICES, LLC

n/a

yes

n/a

ANNUITY DEPOT

n/a

yes

n/a

DIEFENDORF PLANNING SERVICES, LTD.

n/a

yes

n/a

IMPACTU.INVESTMENTS, LLC

n/a

yes

n/a

RETIREMENT PLANNING & ADMINISTRATION, INC.

n/a

yes

n/a

VANDERBILT SECURITIES, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

LOCUST VALLEY

United States

yes

Worcester

United States

WALNUT CREEK

United States

yes

Longmont

United States

yes

Henderson

United States

yes

Danville

United States

yes

HERMOSA BEACH

United States

yes

LONG BEACH

United States

yes

Washington

United States

yes

KEY WEST

United States

yes

Kahuku

United States

Manhattan

United States

yes

Pennington

United States

INCLINE VILLAGE

United States

yes

Northwood

United States

yes

Portland

United States

yes

Portland

United States

yes

EL PASO

United States

Sandy

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$1.6B

n/a

2024

Mar 13, 2025

$1.3B

n/a

2023

Mar 15, 2024

$906M

$862M

833

n/a

2022

Mar 29, 2023

$738M

$699M

n/a

2021

Mar 28, 2022

$602M

$551M

n/a

2020

Mar 31, 2021

$471M

n/a

2019

Mar 30, 2020

$186M

n/a

2018

Mar 29, 2019

$192M

$23.6M

n/a

2017

Mar 30, 2018

$153M

$79.4M

n/a

2016

Mar 27, 2017

$188M

$76.0M

n/a

2015

Mar 29, 2016

$174M

$53.6M

n/a

2014

Jan 30, 2015

$169M

$35.9M

n/a

2013

Feb 28, 2014

$169M

$28.0M

n/a

2012

Jan 2, 2013

$145M

$12.0M

n/a

2011

Jan 3, 2012

$131M

$10.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

3.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.6B

$1.3B

22.9%

$738M

29.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WEALTH WATCH ADVISORS, INC

Jul 21, 2023

Jul 18, 2023

ESCONDIDO, CA

Team lift out

RIA to RIA

5.9%

STRUCTURED CAPITAL DESIGNS, INC.

Dec 31, 2016

Jan 12, 2017

WOODBURY, NY

Team lift out

Other

37.5%

3D WEALTH RIA, LLC

Dec 31, 2016

May 8, 2019

WOODBURY, NY

Team lift out

Other

25.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PERSONAL CFO SOLUTIONS LLC

Jun 1, 2026

May 1, 2026

CHESTER, NJ

Team lift out

RIA to RIA

30.0%

TRUST ADVISORY GROUP LTD

Nov 19, 2025

Dec 9, 2025

BIRMINGHAM, AL

Team lift out

RIA to RIA

9.1%

THE PATRIOT FINANCIAL GROUP, LLC

Aug 12, 2022

May 18, 2023

WALPOLE, MA

Team lift out

RIA to RIA

3.8%

PLANMEMBER SECURITIES CORPORATION

Aug 4, 2022

Jan 4, 2023

BERTHOUD, CO

Team lift out

RIA to RIA

0.6%

KMS FINANCIAL SERVICES, INC

Oct 28, 2020

Jan 8, 2026

WALNUT CREEK, CA

Team lift out

Ibd to RIA

1.7%

KMS FINANCIAL SERVICES, INC

Oct 22, 2020

Oct 27, 2020

PORTLAND, OR

Team lift out

Ibd to RIA

0.8%

3D WEALTH RIA, LLC

Jul 17, 2019

Feb 9, 2021

LOCUST VALLEY, NY

Firm absorbed

RIA to RIA

100.0%