Michele Joi Delsordo

Employer firm

Vanderbilt Advisory Services CRD 116537

$2.11B regulatory AUM 64 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 09/2016
  Principal Financial
  Tampa, FL
• 06/2012 → 09/2016
  Princor
  Tampa, FL
• 10/2016 → 11/2020
  Lpl Financial Llc
  Tampa, FL
• 10/2016 → 11/2020
  Psi Advisors, Llc
  Tampa, FL
• 12/2020 → 12/2025
  J.W. Cole Financial, Inc.
  Tampa, FL
• 12/2020 → 12/2025
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 01/2026 → Present
  Vanderbilt Securities, Llc
  Woodbury, NY
• 01/2026 → Present
  Vanderbilt Advisory Services
  Woodbury, NY
• 08/2026 → Present
  Consolidated Portfolio Review Corp
  Woodbury, NY

Previous Registrations

• 2020-12-22 → 2025-12-26
  J. W. Cole Advisors, Inc.
  Tampa, FL
• 2019-02-11 → 2020-12-23
  Psi Advisors, Llc
  Tampa, FL
• 2017-01-10 → 2018-12-31
  Psi Advisors, Llc
  Tampa, FL
• 2016-10-24 → 2017-04-26
  Lpl Financial Llc
  Tampa, FL
• 2015-06-30 → 2016-10-14
  Principal Securities, Inc.
  Tampa, FL

Other Businesses

(1) Executor of Estate; Not investment related; 12425 Glenfield Ave, NJ; Executor; Start 12/5/25; 0 hours during trading.

Exams

• S66 Uniform Combined State Law Examination
  2015-06-24