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CONSOLIDATED PORTFOLIO REVIEW CORP

WOODBURY, NY · CRD 112694 · IAPD ↗ · legacysolutionswm.com · 631-845-5100

$1.59BRegulatory AUM
47Advisory reps
56Employees
0Clients
101-250Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
July 2026 — CONSOLIDATED PORTFOLIO REVIEW CORP changed its website from amcapwealth.com to legacysolutionswm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
June 2026 — CONSOLIDATED PORTFOLIO REVIEW CORP changed its website from martinsonstolleradvisors.com to amcapwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
April 2026 — CONSOLIDATED PORTFOLIO REVIEW CORP changed its website from hewittplanningservices.com to martinsonstolleradvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2026 — CONSOLIDATED PORTFOLIO REVIEW CORP added office(s): 26 -> 47 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
March 2026 — CONSOLIDATED PORTFOLIO REVIEW CORP changed its website from delanceywealth.com to hewittplanningservices.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
85
December 2025 — CONSOLIDATED PORTFOLIO REVIEW CORP grew from 28 to 44 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
August 2025 — CONSOLIDATED PORTFOLIO REVIEW CORP added office(s): 25 -> 26 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
July 2025 — CONSOLIDATED PORTFOLIO REVIEW CORP changed its website from wwww.financialresourcesinc.com to delanceywealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
July 2025 — CONSOLIDATED PORTFOLIO REVIEW CORP added office(s): 24 -> 25 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
March 2025 — CONSOLIDATED PORTFOLIO REVIEW CORP changed its website from 3dwealthadvisory.com to wwww.financialresourcesinc.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
March 2025 — CONSOLIDATED PORTFOLIO REVIEW CORP added office(s): 22 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
March 2025 — CONSOLIDATED PORTFOLIO REVIEW CORP crossed $1B in regulatory AUM ($905.6M -> $1.29B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
February 2025 — CONSOLIDATED PORTFOLIO REVIEW CORP added office(s): 19 -> 22 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
January 2025 — CONSOLIDATED PORTFOLIO REVIEW CORP added office(s): 17 -> 19 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2024 — CONSOLIDATED PORTFOLIO REVIEW CORP reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.