CP
Consolidated Portfolio Review Corp
SEC RegisteredAssets Under Management
$1B–$5B
Office Locations
20 offices
Total Accounts
6228
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit Sharing
Leadership
Stephen Alfred Distante
CEO
Llc Vas Ii Holdings
SHAREHOLDER
Jr Daniel Antenor
CHIEF OPERATIONS OFFICER
Joseph John Trifiletti
PRESIDENT
Office locations
20 offices in 14 states
NY
WoodburyHQ
NV
Incline Village
NJ
Pennington
CO
Longmont
TX
El Paso
OR
Portland
KS
Manhattan
MA
Worcester
UT
Sandy
HI
Kahuku
CA
Long Beach
NY
Locust Valley
OR
Portland
CA
Walnut Creek
DC
Washington
CA
Danville
NV
Henderson
CA
Hermosa Beach
OH
Northwood
FL
Key West
Advisors at this firm
64 advisors in the directory
Kenneth Paul Hewitt Sr.
Investment Adviser Representative
Howard Jeffrey Douglas
Investment Adviser Representative
Thomas Obrien Turner
Investment Adviser Representative
Kenneth Neil Martinson
Investment Adviser Representative
Stanley Bernard Starr Jr
Investment Adviser Representative
Michael William Radakovich
Investment Adviser Representative
Sandra Lee Hay Magdaleno
Investment Adviser Representative
Robert Carroll Jones
Investment Adviser Representative
Thomas Donald Bacon
Investment Adviser Representative
Bryan Anthony Richardson
Investment Adviser Representative
William Louis Fisher
Investment Adviser Representative
Ivory Jerome Johnson Jr
Investment Adviser Representative
Patricia Lynn Ramirez
Investment Adviser Representative
Gino Nick Chiappetta
Investment Adviser Representative
Cary Edward Urich
Investment Adviser Representative
Thomas Charles Palumbo
Investment Adviser Representative
Matthew Miller
Investment Adviser Representative
Steven George Yazell
Investment Adviser Representative
Robert Wade Eldridge Jr
Investment Adviser Representative
Scott Richard Mrozek
Investment Adviser Representative
Ralph Sadler Powell
Investment Adviser Representative
Quentin Leroy Robb
Investment Adviser Representative
Joshua John Hattig
Investment Adviser Representative
Michael James McNeely
Investment Adviser Representative
John Curtis Stoller
Investment Adviser Representative
Ian Joseph Tollefsen
Investment Adviser Representative
Donald D Dalton
Investment Adviser Representative
Duane Anthony Johnson
Investment Adviser Representative
Richard Thomas Hern Jr
Investment Adviser Representative
Jason Tyler Greenwood
Investment Adviser Representative
Kristin Sanguino
Investment Adviser Representative
David Lau
Investment Adviser Representative
James Bernard Plummer
Investment Adviser Representative
Stephen Douglas Vallender
Investment Adviser Representative
Lionel James Edmonson III
Investment Adviser Representative
Brett Rogers Henderson
Investment Adviser Representative
Anthony D McMullen
Investment Adviser Representative
Steven Matthew Howe
Investment Adviser Representative
Joseph John Trifiletti
Investment Adviser Representative
Megan Marie Palazzo
Investment Adviser Representative
Xiaoyong Wang
Investment Adviser Representative
Andrea Steiner
Investment Adviser Representative
Jeffrey A Higgs
Investment Adviser Representative
Steven Dominic Cacciutti
Investment Adviser Representative
Trevor R Randall
Investment Adviser Representative
Daniel Antenor, Jr
Investment Adviser Representative
Samantha Jill Lompado
Investment Adviser Representative
Carli Sandra Piccolella
Investment Adviser Representative
Robert Douglas Halbreiner
Investment Adviser Representative
Christopher J Natale
Investment Adviser Representative
Jeremiah Ryan Greenleaf
Investment Adviser Representative
Gang Lu
Investment Adviser Representative
John Higgins VII VII
Investment Adviser Representative
Christopher Robert Sharry
Investment Adviser Representative
Daniel Jason Bredow
Investment Adviser Representative
Karen Elizabeth Vaught
Investment Adviser Representative
Alex Darroudi
Investment Adviser Representative
Kimberly A Mallas
Investment Adviser Representative
Matthew Samuel Rendell
Investment Adviser Representative
Jeffrey Alan Monfette
Investment Adviser Representative
Alfred Louis Boutiette
Investment Adviser Representative
Isabel Cristina Arbaiza
Investment Adviser Representative
Monroe M Diefendorf Jr
Investment Adviser Representative
Michael John Kiley
Investment Adviser Representative
Regulatory & compliance
CRD number
#112694
SEC Number
801-38795
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee
| Asset tier | Annual rate |
|---|---|
| Tiered Billing: $0 - $100,000 | 2.50% |
| Tiered Billing: $100,001 - $250,000 | 2.25% |
| Tiered Billing: $250,001 - $500,000 | 2.00% |
| Tiered Billing: $500,001 - $1,000,000 | 1.75% |
| Tiered Billing: $1,000,001 - $2,000,000 | 1.50% |
| Tiered Billing: $2,000,001 - $5,000,000 | 1.25% |
| Tiered Billing: $5,000,001 - $10,000,000 | 1.00% |
| Tiered Billing: $10,000,001 & Up | 0.75% |
| Threshold Billing: $0 - $249,999 | 2.75% |
| Threshold Billing: $250,000 - $499,999 | 2.65% |
| Threshold Billing: $500,000 - $999,999 | 2.50% |
| Threshold Billing: $1,000,000 & Up | 2.40% |
Data as of June 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
legacysolutionswm.comPhone
631-845-5100Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Consolidated Portfolio Review Corp has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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