Joseph Orlando
Joseph Orlando is a registered investment advisor at Vcp Financial LLC, based in Staten Island, NY, with 23 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 411 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable depending on the client's needs and complexity.
Fee Estimator
Location
2535 Victory Boulevard, Staten Island, NY, 10314
Get directionsHistory
Regulatory History (3)
Regulatory
January 2025Customer Dispute
March 2019Criminal
November 1989Other 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
Previous Registrations
First Standard Financial Company LLCBroker
Newbridge Securities CorporationBroker
Gunnallen Financial, INCBroker
Joseph Stevens & Company, INC.Broker
Bryn Mawr Investment Group, INC.Broker
State Registrations10 states
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.