Angel Luis Curbelo

Vanderbilt Advisory Services

8 Years of Experience

2 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Vanderbilt Advisory Services

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

155 advisors

Number of Clients

6,466 clients

Average Client Portfolio

$251K average

Assets Under Management

$1.6B

Fee Structure

Minimum Annual Fee:$90

Location

125 Froehlich Farm Blvd., Woodbury, NY, 11797

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History

Regulatory History (2)

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Employment Separation After Allegations

December 2024

Customer Dispute

March 2020

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Angel owns and operates Curbelo Wealth Management Group LLC for marketing, branding, and administrative purposes to support their advisory practice through Vanderbilt Financial Group (VFG). All investment advisory services are provided exclusively under VFG's supervision, and Angel spends nearly full-time hours on this activity.

Employment History

Current Registrations

Vanderbilt Securities, LLCBroker

March 2025 - Present · 11 mos

Vanderbilt Advisory Services

March 2025 - Present · 11 mos

Previous Registrations

Merrill Lynch, Pierce, Fenner & Smith Incorporated

October 2017 - January 2025 · 7 yrs 3 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

July 2017 - January 2025 · 7 yrs 6 mos

State Registrations4 states

FLNJNYTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.