Adam Vincent Iorfida
Investment Adviser Representative at Vantage Point Financial, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Adam Vincent Iorfida is an investment adviser representative with Vantage Point Financial, LLC in Chesterfield, MO, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Missouri.
Registrations & licenses
- Investment adviser:
- Missouri
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Vantage Point Financial, LLCJul 2025 – no end date reportedLisle, IL
- Bunzl Distribution USA, LLCJul 2024 – Jun 2025St. Louis, MO
- Chaifetz Arena BOX OfficeMar 2024 – Jun 2024St. Louis, MO
- Vantage Point Financial LLCMay 2023 – Aug 2023Lisle, IL
- Seque Partners, JTC GroupJun 2022 – May 2023St. Louis, MO
- Widmer's Cleaning &Jun 2019 – Jan 2022Cincinnati, OH
- Bella's BistroMar 2018 – Jul 2018Cincinnati, OH
- Saint Louis UniversityAug 2020 – May 2024St. Louis, MO
- St. Xavier HIGH SchoolAug 2016 – May 2020Cincinnati, OH
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Vantage Point Financial, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Lisle, IL
- SEC file number:
- 801-122708
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 9, 2026
View full firm profileOther advisors at Vantage Point Financial, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adam Vincent Iorfida has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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