Michael Amoroso
Investment adviser representative at Vanderbilt Advisory Services
8 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
8 years in the industry.
- Vanderbilt Advisory ServicesJan 2025 to now
- Vanderbilt Financial GroupNov 2024 to now
- Osaic Wealth, Inc.Jun 2024 to Oct 2024
- Securities America, Inc.May 2024 to Jun 2024
- Yourstake PbcJan 2023 to Apr 2024
- Jsa Sustainable Wealth ManagementApr 2021 to Dec 2022
- Bard College Mba In SustainabilityAug 2019 to May 2022
- Tower ProductsJan 2019 to Mar 2020
- Triad Cleaning SolutionsAug 2017 to Oct 2018
- Iheart Media of the Hudson ValleyDec 2016 to Aug 2017
- UnemployedApr 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7364816
- Firm CRD
- 116537