Joseph John Trifiletti
Investment adviser representative at Vanderbilt Advisory Services
16 yearsExperience
12 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
16 years in the industry.
- Ark GlobalJan 2023 to now
- Consolidated Portfolio Review CorpNov 2020 to now
- Impactu.investments, LLCMar 2020 to now
- Vanderbilt Advisory ServicesMay 2011 to now
- Vanderbilt Securities, LLCJan 2010 to now
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 12 states (CA, CT, FL, GA, MA, MD, NJ, NY, PA, SC, TX, VA).
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
- 5295897
- Firm CRD
- 116537