Thomas Charles Palumbo
Investment adviser representative at Consolidated Portfolio Review Corp
36 yearsExperience
3 statesRegistered in
ChFC®Designation
$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
36 years in the industry.
- 3d Wealth Ria, LLCApr 2019 to now
- Vanderbilt Securities, LLCSep 2018 to now
- Consolidated Portfolio Review, CorpMay 2003 to now
- Diefendorf Planning ServicesJan 1995 to now
- Provident MutualNov 1990 to now
- Sterling Monroe Securities, LLCJan 2003 to Oct 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 3 states (AL, NY, TX).
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
- 2150024
- Firm CRD
- 112694