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Joseph Orlando

Vcp Financial LLC
24 Years of Experience
Staten Island, NY
3 Disclosures
View SEC Summary
View SEC Summary

Joseph Orlando is a registered investment advisor at Vcp Financial LLC, based in Staten Island, NY, with 24 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 411 clients with $140M in assets under management.

Vcp Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
411 clients
Average Client Portfolio
$347K average
Assets Under Management
$142.6M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1M+1.50%

Fees are negotiable depending on client needs and situation complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2535 Victory Boulevard, Staten Island, NY, 10314

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 2025
Final
Customer Dispute
March 2019
Pending
Criminal
November 1989
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Joseph is the president of Buy Long Enterprises, a non-investment related corporation, since 2001, and maintains its financial records. He spends minimal time on this activity.

Employment History
Current Registrations
Vcp Financial LLC
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
First Standard Financial Company LLCBroker
March 2016 - September 2019 · 3 yrs 6 mos
Newbridge Securities CorporationBroker
January 2008 - March 2016 · 8 yrs 2 mos
Gunnallen Financial, INCBroker
July 2005 - January 2008 · 2 yrs 6 mos
Joseph Stevens & Company, INC.Broker
January 2001 - July 2005 · 4 yrs 6 mos
Bryn Mawr Investment Group, INC.Broker
February 2000 - August 2000 · 6 mos
State Registrations10 states
CAFLILLAMNNJNYOHPATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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