James Arellano
Investment adviser representative at Vanderbilt Advisory Services
10 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
10 years in the industry.
- Vanderbilt Advisory ServicesMay 2025 to now
- The Retirement Optimization GroupAug 2024 to now
- UnemployedJun 2024 to Jul 2024
- The University of TampaJan 2021 to May 2024
- Finger Lakes Community CollegeSep 2020 to Dec 2020
- UnemployedJun 2020 to Aug 2020
- Victor Central High SchoolMay 2017 to May 2020
- Greece Athena High SchoolSep 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
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
- 7972770
- Firm CRD
- 116537