Donald D Dalton
Investment adviser representative at Consolidated Portfolio Review Corp
14 yearsExperience
1 stateRegistered in
$1.6BFirm assets
34 yearsFirm in business
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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
14 years in the industry.
- Consolidated Portfolio Review CorpAug 2025 to now
- Vanderbilt Securities, LLCAug 2025 to now
- Parkland Securities LLC.Oct 2024 to Aug 2025
- Sigma Planning Corp.Oct 2024 to Aug 2025
- Scf Investment Advisors, Inc.Oct 2022 to Oct 2024
- Scf Securities, Inc.Oct 2022 to Oct 2024
- Keenan FinancialOct 2021 to Oct 2022
- Ameriprise Financial Services, Inc.Jan 2012 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 3127243
- Firm CRD
- 112694