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VANDERBILT ADVISORY SERVICES
PFG INVESTMENTS, LLC
CRD 116537 · SEC 801-77166
125 FROEHLICH FARM BLVD., WOODBURY, NY, 11797, United States
Phone
631-845-5100
Fax
631-845-4531
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.11B
Discretionary AUM
$1.94B
Team
161 total employees; 144 advisory reps; 64 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5804 | $1.09B |
| High net worth individuals | 395 | $938.9M |
| Pension/profit sharing plans | 243 | $62.2M |
| Charitable organizations | 8 | $1.7M |
| Corporations/business entities | 20 | $20.0M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.pfgnyonline.com/
- https://infiniteinvestmentstrategies.com/
- https://taskforceinvestments.biz/
- https://www.rogfa.com/
- https://www.rainbowinvestmentsolutions.com
- https://www.evansgroupfinancialadvisors.com
- https://www.walshfinancialsolutions.com
- https://www.wardfinancial.com
- https://www.vanderbiltfg.com
- https://www.hansensadvisory.com
- https://abundancewealthsolutions.com/
- https://jwbrower.com/
- https://www.bakerretirement.com/
- https://www.skyeharborfinancial.com
- https://www.keystonefinancialedge.com/
- https://www.cjwfinancial.com/
- https://www.williamscapitalcorp.com/
- https://www.GryphonAsset.com
- https://www.sentigentfinancial.com
- https://www.harborwisecapital.com
- https://www.lunariafinancial.com
- https://www.QFConcepts.com
- https://www.drlinvestinsure.com
- https://www.mmsassetmanagement.com
- https://www.centered-wealth.com
- https://www.greenvest.eco
- https://www.favawm.com
- http://www.wealthmarkas.com/
- https://fortresswealthsolutions.com/
- https://www.theiln.agency/securities
- https://www.commoninterests.com
- https://www.ktwealthmanagement.com
- https://masterpiecefinancialgroup.com/about-me/
- https://www.cgwealth.com/
- https://drlinvestinsure.com/
- https://www.endeavorfg.com/
- http://www.gardinerpwm.com/
- https://www.myacgroup.com/
Official SEC filing: View on IAPD