Vanderbilt Financial Group is an independent Broker Dealer that offers innovative solutions to help its independent financial advisorJoseph Trifiletti


Joseph has been a part of the Vanderbilt Financial Group family since 2006 when he joined the Operations team and has steadily risen in rank from an Operations Specialist through to Chief Operating Officer and was promoted in 2019 to President. As the leader of the firm’s recruitment efforts since 2015, Joe has overseen the explosive growth of Vanderbilt Financial Group – signing over 140 new Financial Advisors and increasing the Firm’s assets under management (AUM) by 200%.

Joe manages the strategic growth of the firm, mentors the leadership team and supervises the daily operations of the firm alongside CEO Heidi Distante. Joe earned his Bachelor’s degree in Science for Management Technology from Farmingdale State University of New York. Joe is a General Securities Principal (Series 24), a Registered Options Principal (Series 4), a Municipal Securities Principal (Series 53), and holds his General Securities Representative License (Series 7) and Uniform Combined State Law License (Series 66), as well as being a notary public.

Joe’s personal life currently revolves around his pride and love for his two sons and one daughter with his wife Heather, a math teacher. Both Heather and Joe are both passionate about supporting the St. Baldrick’s Foundation. When not on Dad-duty, Joe enjoys the outdoors, fishing, and spending time on his boat in the Long Island Sound and Great South Bay.

Vanderbilt Financial Group is an Independent Broker Dealer doing business differently than anyone else in our field. We are constantly learning and applying new ways of doing thing- whether it’s learning a new program that improves our business, infusing gamefication into our workplace, or becoming a sustainable and green firm, we are passionate about being a modern pioneer and different kind of broker dealer. We are a unified team driven by shared values of; gratitude, respect, innovation, teamwork, and trust. At Vanderbilt we are focused on finding ways of bettering ourselves and those around us while always applying our values to our clients, our community, and our environment.

Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions
Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions, Charles Schwab & TD Ameritrade
Insurance Services offered through Vanderbilt Insurance and other agencies
For additional information on services, disclosures, fees, and conflicts of interest, please visit | Privacy Policy | Public BCP

VFG and its affiliates support and promote Environmental, Social, and Corporate Governance (“ESG”), Socially Responsible Investing (“SRI”), and Impact Investing, but the Firm and its affiliates do not require or mandate that its financial professionals engage solely in related activities. Clients of the Firm and its affiliates are not required to adopt or invest in any specific security, strategy, or portfolio.

Vanderbilt Securities LLC, and Vanderbilt Advisory Services comply with Section 326 of the USA PATRIOT Act. This law mandates that we request certain information about you while processing your account application. This information is used to verify your identity.

Securities products are:

No information on this web site should be considered a recommendation or solicitation to invest in a particular security or type of security.

Neither asset allocation nor diversification can eliminate the risk of fluctuating prices and uncertain returns.

Past performance is not indicative of future results. Please obtain from your Financial Advisor, the prospectus(es) or other offering documents as applicable for the fee-based account program and read carefully before investing.

Vanderbilt Securities LLC is not a tax advisor. We suggest you consult your personal tax advisor and/or legal representative before making tax-related investment decisions.

Copyright 2015 - All Rights Reserved - Vanderbilt Financial Group 125 Froehlich Farm Blvd, Woodbury, NY 11797 | Phone: 631.845.5100

Skip to content