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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-27 |
| CA | RA | APPROVED | 2020-11-18 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-07 |
| FL | RA | APPROVED | 2020-10-26 |
| SC | RA | APPROVED | 2012-09-06 |
| MA | RA | APPROVED | 2012-08-21 |
| CT | RA | APPROVED | 2012-08-15 |
| TX | RA | APPROVED | 2012-08-03 |
| NJ | RA | APPROVED | 2012-07-05 |
| VA | RA | APPROVED | 2012-06-04 |
| GA | RA | APPROVED | 2012-01-19 |
| MD | RA | APPROVED | 2011-11-02 |
| PA | RA | APPROVED | 2011-08-23 |
| CA | RA | APPROVED | 2011-06-29 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanderbilt Securities, Llc | Melville | NY | 01/2010 | 12/2019 |
| Vanderbilt Securities, Llc | Woodbury | NY | 12/2019 | Present |
| Consolidated Portfolio Review Corp | Woodbury | NY | 11/2020 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 05/2011 | Present |
| Impactu.INvestments, Llc | Woodbury | NY | 03/2020 | Present |
| Ark Global | Woodbury | NY | 01/2023 | Present |
1) Fixed Insurance Sales. Annuity Depot. Not investment related. Start date: 08/01/2019. Address: 125 Froehlich Farm Blvd, Woodbury NY, 11797. Title: Agent. Duties: Fixed insurance sales. Time spent during regular hours: 0%. 2) Members Equity Insurance Company - Treasurer. Not investment related. Start date: 10/01/2023. Address: 125 Froehlich Farm Blvd, Woodbury NY, 11797. Title: Treasurer. Duties: Members Equity Insurance co. Is a captive insurance agency. My relationship is partial ownership & treasurer. The purpose of this entity is to provide E&O insurance for our advisors in the near future. Time spent during regular hours: 5%. 3) Trifiletti Wealth Management Inc. Start date: 06/01/2025. Address: 150 Bayview Ave, Bayport, NY 11705. Title: Owner. Duties: Used for my personal tax planning. Time spent during regular hours: 0%. 4) True Gritt LTD dba Vanderbilt Financial Group. Not investment-related. Start date: 05/02/2011. Address: 125 Froehlich Farm Blvd, Woodbury, NY 11797. Duties: Marketing name/payroll/compensation. 5) 100 Acre Wood of Gilboa, LLC. Not investment related. Start date: 02/10/2026. Address: 552 Bear Kill Road, Gilboa, NY. Title: Owner. Time spent during regular hours: 2%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-01 |
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