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Thomas James Murphy

CONSOLIDATED PORTFOLIO REVIEW CORP·WOODBURY, New York

SIE, Series 3, Series 4, Series 7, Series 9, Series 10, Series 12, Series 14, Series 15, Series 24, Series 27, Series 52TO, Series 53, Series 55, Series 63, Series 79TO, Series 87, Series 99TOClean record8 years registeredCONSOLIDATED PORTFOLIO REVIEW CORP

125 FROEHLICH FARM BLVD., WOODBURY, NY 11797CRD# 839873Firm CRD# 112694

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas James Murphy · WOODBURY, NY

Registration

CRD #839873 · CONSOLIDATED PORTFOLIO REVIEW CORP · 8 years registered

Brand Profile

Not yet started

01

Career History

No current investment adviser registration

Last registered firm: CONSOLIDATED PORTFOLIO REVIEW CORP

CONSOLIDATED PORTFOLIO REVIEW CORP

Sep 2020 – Dec 2021

FT. MYERS, FL

VANDERBILT ADVISORY SERVICES

Mar 2018 – Dec 2021

FT. MYERS, FL

02

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 9

Series 10

Series 12

Series 14

Series 15

Series 24

Series 27

Series 52TO

Series 53

Series 55

Series 63

Series 79TO

Series 87

Series 99TO

Registration record

First registered · March 29, 2018

Years registered · 8

03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm

CONSOLIDATED PORTFOLIO REVIEW CORP

CRD 112694 · SEC 801-38795

AUM

$906M

Regulatory assets under management

Employees

833

3,966 client accounts

Services offered by CONSOLIDATED PORTFOLIO REVIEW CORP

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CONSOLIDATED PORTFOLIO REVIEW CORP →

Introduction

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05

Frequently Asked Questions

What services does Thomas James Murphy offer?

Thomas James Murphy specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Thomas James Murphy's credentials?

Thomas James Murphy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas James Murphy located?

Thomas James Murphy is based in WOODBURY, New York, last registered with CONSOLIDATED PORTFOLIO REVIEW CORP.

How does Thomas James Murphy charge for services?

Thomas James Murphy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONSOLIDATED PORTFOLIO REVIEW CORP?

CONSOLIDATED PORTFOLIO REVIEW CORP has approximately 833 employees and manages $906M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Other Advisors at CONSOLIDATED PORTFOLIO REVIEW CORP

Monroe M Diefendorf

LOCUST VALLEY, NY

Kenneth Kingsbury Dillenbeck

LOCUST VALLEY, NY

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