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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Vanderbilt Securities, LLC Woodbury, NY May 2016 - Current 1
Independent Insurance Agent Clinton, IA Sep 2014 - Current 3
Personal Rental Properties Clinton, IA Jul 2011 - Current 6
Trustee Of Betty Still Estate Fbo Daniel Still Clinton, IA Jul 2011 - Current 6
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


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Clean Record
This advisor has a clean track record with regulators.

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