Vanderbilt Advisory Services

Vanderbilt Advisory Services (CRD# 116537) is a financial advisory firm headquartered in Woodbury, NY. They manage $190,404,802 in 1,134 accounts and serve the financial needs of clients across 34 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    190
    MILLION
  • Total Number of Accounts
    1,134
    ACCOUNTS
  • Average Account Value
    $167,905
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV

Financial Advisors at Vanderbilt Advisory Services
Showing 1 - 10 of 72 top financial advisors.
1
Charles E. Fuller
CRD#: 1689277
South Effingham, NH
96
Wealthminder
score

Charles Fuller (CRD# 1689277) is an Investment Advisor Representative working at Vanderbilt Advisory Services in South Effingham, NH and has over 30 years of experience in the finance industry. Charles Fuller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert J. Goellner
CRD#: 223577
125 Froehlich Farm Blvd., Woodbury, NY 11797
96
Wealthminder
score

Robert Goellner (CRD# 223577) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 33 years of experience in the finance industry. Robert Goellner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Cynthia A. Lebus
CRD#: 1038622
Port Hueneme, CA
96
Wealthminder
score

Cynthia Lebus (CRD# 1038622) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Port Hueneme, CA and has over 35 years of experience in the finance industry. Cynthia Lebus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
David H. Bock
CRD#: 1888401
615 Hope Road, Bldg. 2b, 1st Floor, Eatontown, NJ 07724
93
Wealthminder
score

David Bock (CRD# 1888401) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Eatontown, NJ and has over 8 years of experience in the finance industry.

5
John W. Brower
CRD#: 1886463
32-75 Steinway Street, Suite 203, Astoria, NY 11103
93
Wealthminder
score

John Brower (CRD# 1886463) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Astoria, NY and has over 28 years of experience in the finance industry.

6
Rosemary Campo
CRD#: 1475075
125 Froehlich Farm Blvd., Woodbury, NY 11797
93
Wealthminder
score

Rosemary Campo (CRD# 1475075) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 30 years of experience in the finance industry.

7
Barry A. Champney
CRD#: 731205
125 Froehlich Farm Blvd., Woodbury, NY 11797
93
Wealthminder
score

Barry Champney (CRD# 731205) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 25 years of experience in the finance industry.

8
Simon K. Chung
CRD#: 1181732
125 Froehlich Farm Blvd., Woodbury, NY 11797
93
Wealthminder
score

Simon Chung (CRD# 1181732) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 29 years of experience in the finance industry.

9
Peter C. Cook
CRD#: 1626293
Trumbull, CT
93
Wealthminder
score

Peter Cook (CRD# 1626293) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Trumbull, CT and has over 31 years of experience in the finance industry.

10
Christopher D. Corritore
CRD#: 2306471
125 Froehlich Farm Blvd., Woodbury, NY 11797
93
Wealthminder
score

Christopher Corritore (CRD# 2306471) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 25 years of experience in the finance industry.

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