SH
Sandra L. Hay Magdaleno
CONSOLIDATED PORTFOLIO REVIEW CORP
PORTLAND, OR 97206
Some features on this profile are disabled
CRD#: 1635367
SH
Professional summary
Sandra Lee Hay Magdaleno, CFP®, who also goes by Sandra Lee Hay, Sandra Hay, Sandy Hay, Sandra Lee Hay, Sandra L Hay Magdaleno, Sandra L Hay, is a registered financial advisor currently at CONSOLIDATED PORTFOLIO REVIEW CORP located in Portland, Oregon and VANDERBILT SECURITIES, LLC located in Portland, Oregon.
Sandra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Sandra has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sandra Lee Hay | Sandra Hay | Sandy Hay | Sandra Lee Hay | Sandra L Hay Magdaleno | Sandra L Hay
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) PORTLAND OPEN BIBLE COMMUNITY PANTRY; NOT INVESTMENT RELATED: ADDRESS: 3223 SOUTHEAST 92ND AVE, PORTLAND, OR 97266; NATURE OF BUSINESS: NON PROFIT / FOOD BANK; START DATE: 10/2019; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER MONTH. 3 HOURS WITH NONE DURING TRADING HOURS.; BRIEF DESCRIPTION OF DUTIES: BOARD DUTIES, OVERSEE BUDGET, VISION, DIRECTION OF PANTRY. 2) HEALTHY LEGACIES, NOT INVESTMENT RELATED, 5110 SE POWELL BLVD, PORTLAND, OR 97206, PRODUCT BROKERAGE AND INTERNET MARKETING - PRIMARILY VITAMINS, SUPPLEMENTS, SKIN CARE, HOUSEHOLD SUPPLIES., 4 HRS/MONTH - NOT DURING TRADING HOURS, OWNER/OPERATOR. START DATE: 02/13/2013 3) LEGACY SOLUTIONS WEALTH MANAGEMENT LLC ; INVESTMENT RELATED: YES ; 5110 SE POWELL BLVD, PORTLAND, OR 97206, NATURE OF BUSINESS: BUSINESS AND ACCOUNTING ;START DATE: 06/2020 ; APX NUMBER OF HOURS PER MONTH: 8 HOURS WHICH MIGHT BE DURING SECURITIES TRADING HOURS.; POSITION/TITLE/RELATIONSHIP: PRESIDENT / OWNER ; BRIEF DESCRIPTION OF DUTIES: MANAGEMENT, OPERATIONS, ACCOUNTING AND TAX REPORTING SERVICES FOR INSURANCE INVESTMENT SERVICES, FINANCIAL PLANNING AND SERVICES. 4) FIXED INSURANCE SALES. NOT INVESTMENT RELATED. START DATE: 05/01/1987. ADDRESS: 5112 SE Powell Blvd, Portland OR, 97206. TITLE: OWNER/MANAGER. DUTIES: LIFE, DISABILITY, LONG TERM CARE, HEALTH, FIXED & INDEXED ANNUITY SALES. TIME SPENT DURING REGULAR HOURS: 10%. 5) Portland Open Bible Church. Not Investment related. Start date: 07/01/2025. Address: 3223 SE 92nd Ave. Portland OR, 97266. Title: Board Member Oversee the direction of the Pantry. Duties: Oversee the operations and direction of the pantry. Time spent during regular hours: 0%. 6) Fixed Insurance Sales. Not Investment Related. Start date: 01/01/2021. Address: 5112 SE Powell Blvd, Portland OR, 97206. Title: Agent. Duties: Life, LTC and DI insurance and fixed and indexed annuities.. Time spent during regular hours: 5%. 7) Mach96. Start date: 01/10/2025. Address: 5112 SE Powell Blvd. Portland, OR 97206. Title: Agent. Duties: Insurance and Annuity. Time spent during regular hours: 1%.
CRS (Client Relationship Summary) - RIA
Click below to view Sandra Lee Hay Magdaleno's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1993
Experience
Current
January 11, 2022 - Present
CONSOLIDATED PORTFOLIO REVIEW CORP
Office #1: 5110 Se Powell Blvd, Portland, OR 97206RIA
CRD#: 112694
PORTLAND, OR
Current
January 3, 2022 - Present
VANDERBILT SECURITIES, LLC
Office #1: 5112 Se Powell Blvd, Portland, OR 97206BD
CRD#: 5953
Portland, OR
Past
September 5, 2019 - January 4, 2022
CASCADIA ADVISORY SERVICES, LLC
RIA
CRD#: 290231
Portland, OR
Past
February 28, 2012 - February 11, 2020
CETERA ADVISORS LLC
RIA
CRD#: 10299
PORTLAND, OR
Past
February 28, 2012 - January 4, 2022
CETERA ADVISORS LLC
BD
CRD#: 10299
PORTLAND, OR
Past
June 9, 2006 - February 28, 2012
PACIFIC WEST FINANCIAL CONSULTANTS INC
RIA
CRD#: 108728
RENTON, WA
Past
May 17, 2006 - February 28, 2012
PACIFIC WEST SECURITIES, INC.
BD
CRD#: 6390
PORTLAND, OR
Past
April 6, 2001 - May 4, 2006
EDWARD JONES
BD
CRD#: 250
PORTLAND, OR
Past
March 25, 1987 - April 6, 2001
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CONSOLIDATED PORTFOLIO REVIEW CORP
3 DIMENSIONAL WEALTH ADVISORY | ZIRCON FINANCIAL PLANNING, LLC | VISPER WEALTH MANAGEMENT | VIRTUS WEALTH INC | VAUGHT WEALTH MANAGEMENT | SUMMIT ADVISORS NW | STREAMLINE ASSET MANAGEMENT, LLC | STRATEGIC WEALTH ENDEAVOR INC | STONEFIELD WEALTH MANAGEMENT | STOECKLEIN FINANCIAL SERVICES | STARR FINANCIAL SERVICES INC. | SEQUOIA WEALTH & RISK MANAGEMENT | SCOPO CAPITAL PLANNING | RED HORSE FINANCIAL GROUP | RANDALL WEALTH MANAGEMENT | PARAMOUNT FINANCIAL GROUP, LLC. | PACKARD ADVISORY SERVICES | NATIONAL ONE ADVISORS | MARTINSON STOLLER ADVISORS | LEGACY SOLUTIONS WEALTH MANAGEMENT LLC | HEWITT PLANNING SERVICES | HATTIG FINANCIAL COMPANY | GRANITE CANYON WEALTH | GOLDEN ELDRIDGE FINANCIAL LLC | FINANCIAL RESOURCES INC. | DELANCEY WEALTH MANAGEMENT | DALTON WEALTH GROUP | CONSOLIDATED PORTFOLIO REVIEW CORP | CHIAPPETTA FINANCIAL GROUP | CHAMBERLAIN GROUP | AMERICAN CAPITAL ADVISORS, LLC | ABRAMOVITZ WEALTH MANAGEMENT LLC | 3D WEALTH ADVISORY
CRD#: 112694 / SEC#: 801-38795
RIA
Registered Investment Advisory firm - (12/2/1991 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(1/24/2022)
RR
California(1/3/2022)
RR
Idaho(1/3/2022)
RR
Iowa(1/3/2022)
RR
New Mexico(1/3/2022)
RR
Oregon(1/3/2022)
IAR
Oregon(1/11/2022)
RR
Washington(1/12/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CP
CONSOLIDATED PORTFOLIO REVIEW CORP
3 DIMENSIONAL WEALTH ADVISORY | ZIRCON FINANCIAL PLANNING, LLC | VISPER WEALTH MANAGEMENT | VIRTUS WEALTH INC | VAUGHT WEALTH MANAGEMENT | SUMMIT ADVISORS NW | STREAMLINE ASSET MANAGEMENT, LLC | STRATEGIC WEALTH ENDEAVOR INC | STONEFIELD WEALTH MANAGEMENT | STOECKLEIN FINANCIAL SERVICES | STARR FINANCIAL SERVICES INC. | SEQUOIA WEALTH & RISK MANAGEMENT | SCOPO CAPITAL PLANNING | RED HORSE FINANCIAL GROUP | RANDALL WEALTH MANAGEMENT | PARAMOUNT FINANCIAL GROUP, LLC. | PACKARD ADVISORY SERVICES | NATIONAL ONE ADVISORS | MARTINSON STOLLER ADVISORS | LEGACY SOLUTIONS WEALTH MANAGEMENT LLC | HEWITT PLANNING SERVICES | HATTIG FINANCIAL COMPANY | GRANITE CANYON WEALTH | GOLDEN ELDRIDGE FINANCIAL LLC | FINANCIAL RESOURCES INC. | DELANCEY WEALTH MANAGEMENT | DALTON WEALTH GROUP | CONSOLIDATED PORTFOLIO REVIEW CORP | CHIAPPETTA FINANCIAL GROUP | CHAMBERLAIN GROUP | AMERICAN CAPITAL ADVISORS, LLC | ABRAMOVITZ WEALTH MANAGEMENT LLC | 3D WEALTH ADVISORY
CRD#: 112694 / SEC#: 801-38795
RIA
Registered Investment Advisory firm - (12/2/1991 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
125 Froehlich Farm Blvd., Woodbury, NY 11797
Mailing Address
Phone number
(631) 845-5100
Established
Firm type
Fiscal year end
# of Employees
44
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,821 |
| AUM (Assets Under Management) | $ 1,294,955,167 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
