MP
Megan M. Palazzo
CONSOLIDATED PORTFOLIO REVIEW CORP
South Jordan, UT 84095
Some features on this profile are disabled
CRD#: 5310360
MP
Professional summary
Megan Marie Palazzo, who also goes by Megan Marie Mackay, Megan Mackay, is a registered financial advisor currently at CONSOLIDATED PORTFOLIO REVIEW CORP located in South Jordan, Utah and VANDERBILT SECURITIES, LLC located in South Jordan, Utah.
Megan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Megan has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Megan Marie Mackay | Megan Mackay
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) Fixed Insurance Business. Not investment related. Start date: 06/01/2009. Address: 1124 South Jordan Parkway Ste D South Jordan UT, 84095. Title: Producer. Duties: I occasionally have a client who needs a fixed annuity. I use fixed insurance products for this need. Time spent during regular hours: 1%. 2) Palazzo Wealth LLC. Not investment related. Start date: 01/01/2012. Address: 1124 South Jordan Parkway Ste D South Jordan UT, 84095. Title: Owner. Duties: Palazzo Wealth LLC is my LLC for tax purposes and the owner of my DBA Granite Canyon Wealth. Time spent during regular hours: 0%. 3) Granite Canyon Wealth. Investment related. Start date: 09/01/2014. Address: 1124 South Jordan Parkway Ste D South Jordan UT, 84095. Title: Owner. Duties: This is my DBA I maintain the Trademark, the URL, and the logo. Time spent during regular hours: 1%. 4) Health Insurance through Spherica Insurance. Not Investment related. Start date: 01/10/2025. Address: 1124 South Jordan Park Way St D South Jordan UT 84094. Title: Sales. Duties: Last year I sold two plans through Spherica Insurance. They look like they will renew. If they do I will get compensated on them. Time spent during regular hours: 1%.
CRS (Client Relationship Summary) - RIA
Click below to view Megan Marie Palazzo'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®
NoneExperience
Current
March 7, 2025 - Present
CONSOLIDATED PORTFOLIO REVIEW CORP
Office #1: 1124 South Jordan Parkway, Suite D, South Jordan, UT 84095RIA
CRD#: 112694
South Jordan, UT
Current
February 24, 2025 - Present
VANDERBILT SECURITIES, LLC
Office #1: 1124 South Jordan Parkway, Suite D, South Jordan, UT 84095BD
CRD#: 5953
South Jordan, UT
Past
April 13, 2023 - December 2, 2024
LONE PEAK ADVISERS
RIA
CRD#: 296772
DRAPER, UT
Past
July 26, 2022 - December 2, 2024
TRANSITIONAL BROKER LLC
BD
CRD#: 304313
DRAPER, UT
Past
July 19, 2022 - December 31, 2022
LONE PEAK ADVISERS
RIA
CRD#: 296772
DRAPER, UT
Past
January 3, 2017 - July 18, 2022
GENEOS WEALTH MANAGEMENT, INC.
RIA
CRD#: 120894
SOUTH JORDAN, UT
Past
December 9, 2016 - July 18, 2022
GENEOS WEALTH MANAGEMENT, INC.
BD
CRD#: 120894
SOUTH JORDAN, UT
Past
November 16, 2012 - December 31, 2016
GWN SECURITIES INC.
RIA
CRD#: 128929
Midvale, UT
Past
November 16, 2012 - December 31, 2016
GWN SECURITIES INC.
BD
CRD#: 128929
Midvale, UT
Past
August 30, 2010 - November 16, 2012
LEGEND ADVISORY, LLC
RIA
CRD#: 104761
HOLLADAY, UT
Past
August 26, 2010 - November 16, 2012
LEGEND EQUITIES CORPORATION
BD
CRD#: 30999
HOLLADAY, UT
Past
March 28, 2008 - August 17, 2010
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
SALT LAKE CITY, UT
Past
February 29, 2008 - August 17, 2010
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
SALT LAKE CITY, UT
Past
January 1, 2008 - March 3, 2008
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SALT LAKE CITY, UT
Past
July 20, 2007 - January 1, 2008
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SALT LAKE CITY, UT
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
Alabama(4/2/2025)
IAR
Alabama(4/7/2025)
RR
Arizona(5/14/2025)
RR
California(3/27/2025)
RR
Idaho(4/8/2025)
RR
Nevada(5/16/2025)
RR
North Carolina(3/31/2025)
RR
Oregon(5/23/2025)
RR
Pennsylvania(3/28/2025)
RR
Texas(4/9/2025)
RR
Utah(3/7/2025)
IAR
Utah(3/7/2025)
RR
Washington(3/11/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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.
