Angel Luis Curbelo
Investment adviser representative at Vanderbilt Advisory Services
10 yearsExperience
3 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
10 years in the industry.
- Vanderbilt Advisory ServicesMar 2025 to now
- Vanderbilt Securities, LLCMar 2025 to now
- Bank of America, N.A.Nov 2017 to Jan 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2017 to Dec 2024
- UnemployedJan 2017 to Mar 2017
- Tech Startup Rotation ProgramJan 2017 to Feb 2017
- Florida A&m UniversityAug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, TX).
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
- 6480420
- Firm CRD
- 116537