Anthony D Mcmullen

Employer firm

Consolidated Portfolio Review Corp CRD 112694

$1.59B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 12/2021
  Wood Associates
  Nashua, NH
• 12/2015 → Present
  Paramount Financial Group
  Nashua, NH
• 03/2017 → 12/2021
  Kulch Insurance Group
  Nashua, NH
• 06/2017 → 06/2020
  Next Financial Group
  Nashua, NH
• 06/2020 → 09/2024
  Ages Financial Services, Ltd.
  Reading, MA
• 06/2020 → 05/2025
  Trust Advisory Group Ltd
  Reading, MA
• 10/2024 → 05/2025
  Stonex Securities Inc
  Nashua, NH
• 05/2025 → Present
  Vanderbilt Securities, Llc
  Woodbury, NY
• 05/2025 → Present
  Consolidated Portfolio Review Corp
  Woodbury, NY

Previous Registrations

• 2020-06-30 → 2025-05-28
  Trust Advisory Group Ltd
  Birmingham, AL
  Nashua, NH
• 2019-12-05 → 2020-06-24
  Next Financial Group, Inc.
  Nashua, NH
  Nashua, NH

Other Businesses

1) Paramount Financial Group, LLC. Investment Related. Start date: 12/15/2015. Address: 230 Amherst St. Nashua, NH 03063. Title: President / Owner. Duties: Performing operations, management, investments, planning, trading, sales, client service, etc. Time spent during regular hours: 100%. 2) AM Northwoods Investments, LLC. Investment Related. Start date: 10/21/2016. Address: 191 W Hollis St Nashua, NH 03060. Title: Co-Owner. Duties: Future potential purchase / invest in real estate and land. Time spent during regular hours: 0%. 3) ReGenerative Roots Association. Start date: 07/15/2013. Address: 191 W Hollis St Nashua, NH 03060. Title: Director of Community Development. Duties: Board Member - Voting on decisions and direction of the non profit's mission, projects, and community based programs. Time spent during regular hours: 1%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-05
• S63 Uniform Securities Agent State Law Examination
  2005-09-30

Other Names

• Anthony D Harvey-Mcmullen
• Anthony Donald Mcmullen
• Anthony Donald Harvey Mcmullen