Sandra Lee Hay magdaleno
Investment adviser representative at Consolidated Portfolio Review Corp
40 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
40 years in the industry.
- Consolidated Portfolio Review CorpJan 2022 to now
- Vanderbilt Securities, LLCJan 2022 to now
- Legacy Solutions Wealth ManagementJan 2019 to now
- Principal Mutual Life Ins. Co.Oct 1986 to now
- Cascadia Advisory Services, LLCAug 2019 to Jan 2022
- Cetera AdvisorsFeb 2012 to Jan 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (OR).
Consolidated Portfolio Review Corp
$1.6BAssets managed
6,228Clients
57Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1635367
- Firm CRD
- 112694