Stephen Alfred Distante
Investment adviser representative at Vanderbilt Advisory Services
30 yearsExperience
2 statesRegistered in
$2.1BFirm assets
13 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
Experience
30 years in the industry.
- Ark GlobalJan 2023 to now
- Consolidated Portfolio Review CorpJul 2020 to now
- Impactu.investments, LLCOct 2018 to now
- Sterling Monroe Securities, LLCOct 2018 to now
- Vanderbilt Financial GroupJan 2002 to now
- Vanderbilt SecuritiesNov 2001 to now
- Vanderbilt Advisory ServicesSep 2000 to now
- Prime Life AgencyFeb 1996 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 2 states (CA, NY).
Vanderbilt Advisory Services
Legal name: Pfg Investments, LLC
$2.1BAssets managed
6,470Clients
162Advisers
13 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
- 2206574
- Firm CRD
- 116537