AC
AC

Angel Curbelo

8 Years of Experience
2 DisclosuresBroker

Angel Curbelo is a registered investment advisor, based in Woodbury, NY, with 8 years of industry experience.

Location

125 Froehlich Farm Blvd., Woodbury, NY, 11797

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
December 2024
Customer Dispute
March 2020
Settled
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 1 mo
Vanderbilt Advisory Services
March 2025 - Present · 1 yr 1 mo
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.
Angel Curbelo - Financial Advisor | TrueAdvisor