Consolidated Portfolio Review Corp

Registered investment adviser · Woodbury, NY · CRD #112694

Form ADV data as of 2026-09-01

Regulatory assets

$1.59 billion

Total accounts

6,228

Employees

Disclosure events

Firm details

Website: https://www.legacysolutionswm.com
Telephone: 631-845-5100
SEC file number: 801-38795
Most recent Form ADV filing: 2026-06-01
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$1.58 billion
Non-discretionary regulatory assets under management	$12.5 million
Total regulatory assets under management	$1.59 billion
Discretionary accounts	6,187
Non-discretionary accounts	41
Total accounts	6,228
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	56
Employees performing investment advisory functions (including research)	47
Employees who are registered representatives of a broker-dealer	44
Employees registered as investment adviser representatives with a state	44
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	35
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
Client funds and securities held in the firm's custody	$0
Clients for whom the firm has custody	0
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
Client funds and securities held in a related person's custody	$0
Clients for whom a related person has custody	0
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Registered municipal advisorInsurance company or agencyPension consultant

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Recommends brokers or dealers to clients
Brokers or dealers recommended under 8.E. are related persons
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	5,894	$889.7 million
High net worth individuals	293	$689.7 million
Pension and profit sharing plans (not the participants or government plans)	41	$12.5 million