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Current Employers
Vanderbilt Advisory Services

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-07-03
FL RA APPROVED 2025-06-13
TX RA APPROVED_RES 2025-03-28
  • NY RA
    APPROVED
    Since 2025-07-03
  • FL RA
    APPROVED
    Since 2025-06-13
  • TX RA
    APPROVED_RES
    Since 2025-03-28

Branch Locations

Orlando, FL • United States

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 04/2017 12/2024
Florida A&M University Tallahassee FL 08/2016 12/2016
Unemployed Orlando FL 01/2017 03/2017
Tech Startup Rotation Program New York NY 01/2017 02/2017
Bank Of America, N.A. Orlando FL 11/2017 01/2025
Vanderbilt Financial Group Woodbury NY 03/2025 Present
  • 04/2017 → 12/2024
    Orlando, FL
  • 08/2016 → 12/2016
    Florida A&M University
    Tallahassee, FL
  • 01/2017 → 03/2017
    Unemployed
    Orlando, FL
  • 01/2017 → 02/2017
    Tech Startup Rotation Program
    New York, NY
  • 11/2017 → 01/2025
    Bank Of America, N.A.
    Orlando, FL
  • 03/2025 → Present
    Vanderbilt Financial Group
    Woodbury, NY
Previous Registrations
Other Businesses

Curbelo Wealth Management Group LLC. Not Investment related. Start date: 01/01/2025. Address: 2247 Crosston Circle Orlando, FL 32824. Title: President. Duties: I am affiliated with Vanderbilt Financial Group (VFG) as a 1099 independent financial advisor. Curbelo Wealth Management Group LLC is an outside business I own and operate solely for marketing, branding, and administrative purposes in support of my advisory practice conducted through VFG. All investment advisory services are provided exclusively under VFG's supervision. Curbelo Wealth Management Group LLC does not independently provide financial advice, manage assets, or offer securities. It exists strictly as a business identity and support entity aligned with my approved activities through VFG and does not create any conflicts of interest. Time spent during regular hours: 100%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-12
  • S66 Uniform Combined State Law Examination
    2017-10-12
Other Names
  • Angel Luis Curbelo
  • Angelluis Curbelo
  • Angel Curbelo

View on SEC IAPD

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