Stephen Distante (CRD# 2206574) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 31 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Ark Global | Woodbury, NY | Jan 2023 - Current | 1 |
Consolidated Portfolio Review Corp | Woodbury, NY | Jul 2020 - Current | 3 |
Sterling Monroe Securities, LLC | Woodbury, NY | Oct 2018 - Current | 5 |
Impactu.investments, LLC | Woodbury, NY | Oct 2018 - Current | 5 |
Vanderbilt Financial Group | Melville, NY | Jan 2002 - Current | 22 |
Vanderbilt Securities | Melville, NY | Nov 2001 - Current | 22 |
Vanderbilt Advisory Services | Woodbury, NY | Sep 2000 - Current | 23 |
Prime Life Agency | Melville, NY | Feb 1996 - Current | 28 |
Marano, Distante, Crombie, LLC | Melville, NY | Nov 2000 - Mar 2016 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1992 |
- CA
- NY
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Total Assets Under Management1,104MILLIONS
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Total Number of Accounts5,069ACCOUNTS
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Average Account Value$217,704
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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