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Angel C

Series 66

Orlando, FL

Vanderbilt Advisory Services

Angel Curbelo Jr. is a financial advisor with Vanderbilt Advisory Services in Orlando, FL, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill before joining Vanderbilt in 2025. Curbelo also owns and operates Curbelo Wealth Management Group LLC, which supports his advisory practice through marketing and administrative functions. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, using a combination of fundamental, technical, and charting analysis tailored to client objectives, with integrated retirement-plan and benefits services.

Wealth management Active portfolio management Tax-loss harvesting General estate planning guidance
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