Joseph Fernandes
Investment adviser representative at Vanderbilt Advisory Services
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Vanderbilt Advisory ServicesSep 2025 to now
- Vanderbilt Securities, LLCSep 2025 to now
- Taking SurveysOct 2024 to now
- Monmouth Flag FootballJan 2024 to now
- The 401k Group LLCDec 2023 to now
- Planmember Securities CorporationJan 2024 to Aug 2025
- Gwn Securities IncMay 2015 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 2809449
- Firm CRD
- 116537