Adviser and broker representative · Consolidated Portfolio Review Corp.
Ralph S. Powell
CRD 2596347 · Woodbury, NY
At a glance
Ralph S. Powell is an investment adviser representative with Consolidated Portfolio Review Corp. in Woodbury, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ralph’s SEC record dates to 2001, about 25 years ago. Ralph is also registered as a broker representative.
Current advisory firms
- Consolidated Portfolio Review Corp.Since April 2025Woodbury, NY · $1.6B in regulatory assets
- Vanderbilt Advisory ServicesSince October 2023Woodbury, NY · $2.1B in regulatory assets
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Ralph’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.