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Joseph John Orlando

VCP Financial LLC

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About Joseph John Orlando

Joseph Orlando is a financial advisor with over 20 years of experience in the industry. Currently, Joseph is a Registered Representative and Investment Advisor Representative with VCP Financial LLC. Joseph previously worked with First Standard Financial Company LLC and Newbridge Securities Corporation. Joseph is licensed in multiple states and has Series 63, 65, 7 and SIE licenses.

Firm Information

Joseph Orlando is currently registered with VCP Financial LLC. VCP Financial LLC is an investment advisory firm based in Staten Island, NY, with a website at HTTP://WWW.VCPFINANCIAL.COM/. The firm advises individuals, businesses, and pension and profit-sharing plans. VCP Financial LLC manages approximately $114,669,225 in assets. Their advisory services include financial planning, pension consulting, and selection of other advisors.
VCP Financial LLC

2535 VICTORY BOULEVARD

STATEN ISLAND, NY 10314

$114.67M

Assets Under Management

Not reported

Total Clients

4

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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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percentage of assets

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

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Joseph Orlando’s Registration & Firm History

NY

04/03/2023 - Present

VCP Financial LLC (STATEN ISLAND NY)

NJ

03/23/2016 - 09/06/2019

FIRST STANDARD FINANCIAL COMPANY LLC (RED BANK NJ)

NY

01/02/2008 - 03/24/2016

NEWBRIDGE SECURITIES CORPORATION (STATEN ISLAND NY)

NY

07/20/2005 - 01/11/2008

GUNNALLEN FINANCIAL, INC (STATEN ISLAND NY)

NY

01/25/2001 - 07/29/2005

JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)

PA

02/25/2000 - 08/16/2000

BRYN MAWR INVESTMENT GROUP, INC. (ROSEMONT PA)

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Licenses & Designations

IA

Issued 06/26/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/13/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Joseph John Orlando. Review regulatory record here.
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