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Find, Compare and Monitor Financial Advisors at IMPACTU.INVESTMENTS, LLC

CRD#: 122696
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

IMPACTU.INVESTMENTS, LLC is located at 125 Froehlich Farm Blvd., Woodbury, NY 11797 and was first established at Long Island, New York in 04/25/2002. After operating for 23 years, IMPACTU.INVESTMENTS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of IMPACTU.INVESTMENTS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. IMPACTU.INVESTMENTS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at IMPACTU.INVESTMENTS, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access IMPACTU.INVESTMENTS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at IMPACTU.INVESTMENTS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for IMPACTU.INVESTMENTS, LLC Comes From

Understanding the Statistics for IMPACTU.INVESTMENTS, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
125 Froehlich Farm Blvd., Woodbury, NY 11797
Mailing Address
125 Froehlich Farm Blvd., Woodbury, NY 11797
Firm Size
Small
Phone Number
(631) 845-5100
Established
New York since 04/25/2002
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
IMPACTU INVESTMENTS, LLCMANAGEMENT COMPANY
ANTENOR, JR, DANIELCHIEF OPERATIONS OFFICER/OPTIONS/MUNI5839052
DISTANTE, STEPHEN ALFREDCEO2206574
PLAPP, MEGAN LYNNFINOP, POO, PFO, CFO6790596
THOMAS, MICHELLE DENISECHIEF COMPLIANCE OFFICER2210435
TRIFILETTI, JOSEPH JOHNPRESIDENT5295897

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Advisor's working at IMPACTU.INVESTMENTS, LLC

MT

Michelle Denise Thomas

Michelle Denise Higgins, Michelle Denise Klich, Michelle Thomas
IAR
RR
CRD#: 2210435
Location:
Lakeside, CA
Company:
VANDERBILT ADVISORY SERVICES
Disclosures:
Experience:
25 years
View Profile
SD

Stephen Alfred Distante

Steve Distante
IAR
RR
CRD#: 2206574
Location:
Woodbury, NY 11797
Company:
VANDERBILT ADVISORY SERVICES
Disclosures:
Experience:
33 years
View Profile
JT

Joseph John Trifiletti

IAR
RR
CRD#: 5295897
Location:
Woodbury, NY 11797
Company:
VANDERBILT ADVISORY SERVICES
Disclosures:
Experience:
18 years
View Profile
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