President · Vanderbilt Advisory Services
Joseph J. Trifiletti
CRD 5295897 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Vanderbilt Advisory Services, an SEC-registered wealth manager based in Woodbury, NY with $2.1 billion in regulatory assets, lists Joseph J. Trifiletti on its Form ADV as President, a control person. The SEC filings also name Joseph at 1 other registered adviser.
Firms and roles
- Vanderbilt Advisory ServicesPresidentWealth manager · Woodbury, NY · $2.1B in regulatory assets
- Consolidated Portfolio Review CorpPresidentWealth manager · Woodbury, NY · $1.6B in regulatory assets
AtlasMembers
Joseph’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Stephen A. DistanteCEO, Vanderbilt Advisory Services
- Jr D. AntenorChief Operations Officer, Vanderbilt Advisory Services
- Megan L. PlappChief Financial Officer, Vanderbilt Advisory Services
- Michelle D. ThomasChief Compliance Officer, Vanderbilt Advisory Services
- Steven M. HoweDirector of Business Development, Vanderbilt Advisory Services
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.