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John Malindretos

Vantage Wealth Management LLC

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About John Malindretos

John Malindretos is an investment advisor representative at Vantage Wealth Management LLC. John has over 20 years of experience in the financial services industry, with a focus on portfolio management for individuals. John is registered with the state of New Jersey as an Investment Advisor Representative and has passed the Series 63, Series 7 and Series 65 exams. John also holds a position at William Paterson University as a Finance professor. John's clients include individuals and corporations.

Firm Information

John Malindretos is currently registered with Vantage Wealth Management LLC. Vantage Wealth Management LLC is an investment advisory firm based in with 2 investment adviser representatives. The firm manages $51,000,000 in discretionary assets for 47 clients, primarily high-net-worth individuals and corporations. They specialize in portfolio management for individuals.

$51.00M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Malindretos’s Registration & Firm History

NJ

09/30/2020 - Present

Vantage Wealth Management LLC (Clifton NJ)

NY

07/06/2018 - 09/12/2019

JOSEPH STONE CAPITAL L.L.C. (NEW YORK NY)

NY

01/07/2016 - 05/31/2018

WINDSOR STREET CAPITAL, LP (NEW YORK NY)

NJ

03/24/2014 - 01/08/2016

VANDERBILT SECURITIES, LLC (EATONTOWN NJ)

NY

06/11/2009 - 04/01/2014

U.S. FINANCIAL INVESTMENTS, INC. (NEW YORK NY)

NY

08/15/2008 - 11/24/2008

ANDREW GARRETT INC. (NEW YORK NY)

NJ

03/20/2008 - 08/18/2008

THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)

NY

03/22/2002 - 01/14/2008

WHITESTONE SECURITIES INC. (ASTORIA NY)

NY

11/25/1997 - 03/06/2002

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/13/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/31/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/24/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Malindretos.
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