Kevin Vanderbilt, financial advisor Newport Beach CA

Kevin Vanderbilt

CRD Number: 5066845
Current Firm: Anfield Capital Management, LLC

Kevin Vanderbilt (CRD# 5066845) is an Investment Advisor Representative working at Anfield Capital Management, LLC in Newport Beach, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Regents Park, LLC Newport Beach, CA Sep 2017 - Current 6
Anfield Capital Management, LLC Newport Beach, CA Nov 2016 - Current 7
Elysian Capital Markets Group LLC Rancho Santa Margarita, CA Feb 2015 - Aug 2017 2
Newport Coast Asset Management Coto De Caza, CA Mar 2016 - Sep 2016 < 1
Newport Coast Securities, Inc. New York, NY Mar 2016 - Sep 2016 < 1
Capital Investment Group, Inc. Raleigh, NC May 2015 - Nov 2015 < 1
Henderson Global Investors New York, NY Oct 2010 - Feb 2015 4
Foreside Fund Services, LLC New York, NY Oct 2010 - Feb 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2006
S65 NASAA Investment Advisors Law Examination Jan 2009
Contact Info for Kevin R. Vanderbilt
Phone Number: 949-891-0600
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,436
    MILLIONS
  • Total Number of Accounts
    763
    ACCOUNTS
  • Average Account Value
    $1,882,675
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA

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