Sandee Petry, financial advisor Woodbury NY
93 score

Sandee Petry

CRD Number: 5570806
Current Firm: Vanderbilt Advisory Services

Sandee Petry (CRD# 5570806) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 6 years of experience in the finance industry.

Similar Advisors
Nat Prentice, financial advisor Woodbury NY
Nat Prentice
CRD# 832532
Altium Wealth Management LLC
Similar Advisors
Peter Scholtz, financial advisor Woodbury NY
Peter D. Scholtz
CRD# 873183
Scholtz & Co
Similar Advisors
Erich Beck, financial advisor Woodbury NY
Erich M. Beck
CRD# 6040390
Axa Advisors, LLC
Company Name Location Dates Years
Vanderbilt Securities, LLC Woodbury, NY May 2016 - Current < 1
Independent Insurance Agent Clinton, IA Sep 2014 - Current 2
Personal Rental Properties Clinton, IA Jul 2011 - Current 5
Trustee Of Betty Still Estate Fbo Daniel Still Clinton, IA Jul 2011 - Current 5
Transamerica Financial Advisors, Inc. Clinton, IA Oct 2014 - May 2016 1
Dhcu Community Credit Union Clinton, IA Sep 2013 - Sep 2014 1
Cuso Financial Services San Diego, CA Sep 2013 - Aug 2014 < 1
Cuna Brokerage Services, Inc. Waverly, IA Feb 2012 - Sep 2013 1
Deere Employees Credit Union Moline, IL Jan 2012 - Sep 2013 1
Vsr Financial Services, Inc. Overland Park, KS Aug 2010 - Jan 2012 1
Vsr Advisory Services, Inc. Overland Park, KS Aug 2010 - Jan 2012 1
Independent Investment Services, Inc. Camanche, IA Aug 2010 - Jan 2012 1
Ameriprise Financial Services Inc. Clinton, IA Jul 2008 - Aug 2010 2
Clinton National Bank Clinton, IA Apr 2007 - Jul 2008 1
At&t Rock Island, IL Dec 2003 - Apr 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Sandee A. Petry
Phone Number: 631-845-5100
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.