Angel Curbelo is a registered investment advisor, based in Orlando, FL, with 8 years of industry experience. Angel is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Orlando, FL
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Regulatory History (2)
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Employment Separation After Allegations
December 2024Customer Dispute
March 2020Settled
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 · 1 yr 7 mos
Vanderbilt Advisory Services
March 2025 - Present · 1 yr 7 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
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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