CONSOLIDATED PORTFOLIO REVIEW CORP

CRD 112694File 801-38795

APPROVED

Retail clients

Filing as of Jun 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.59B

Top 25% of cohort (national)

Discretionary AUM

$1.58B

Non-discretionary $12.5M

Clients

6,228

6,228 accounts

Employees

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: Dec 2, 1991
Principal office: 125 FROEHLICH FARM BLVD., WOODBURY, NY, 11797
Phone: 631-845-5100
Website: https://www.legacysolutionswm.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.59B
Discretionary AUM: $1.58B
Non-discretionary AUM: $12.5M
Discretionary accounts: 6,187
Non-discretionary accounts: 41
Total accounts: 6,228
AUM per client: $256K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	293	$689.7M
Pension and profit sharing plans	41	$12.5M
Individuals (other than high net worth individuals)	5,894	$889.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.