Vanderbilt Advisory Services

Vanderbilt Advisory Services (CRD# 116537) is a financial advisory firm headquartered in Woodbury, NY. They manage $27,713,000 in 191 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    191
    ACCOUNTS
  • Average Account Value
    $145,094
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.

AZ, CA, CO, CT, GA, IA, IN, MA, MD, MN, NJ, NY, OH, PA, SC, TX, VA, WV

Financial Advisors at Vanderbilt Advisory Services
Showing 1 - 10 of 27 top financial advisors.
1
Cynthia A. Lebus
CRD#: 1038622
Ventura, CA
96
Wealthminder
score

Cynthia Lebus (CRD# 1038622) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Ventura, 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.

2
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.

3
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 30 years of experience in the finance industry.

4
Stephen A. Distante
CRD#: 2206574
125 Froehlich Farm Blvd., Woodbury, NY 11797
93
Wealthminder
score

Stephen Distante (CRD# 2206574) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 25 years of experience in the finance industry.

5
Carol A. Larocque
CRD#: 2410501
Merrick, NY
93
Wealthminder
score

Carol Larocque (CRD# 2410501) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Merrick, NY and has over 9 years of experience in the finance industry.

6
Robert M. Opanel
CRD#: 4484473
125 Froehlich Farm Blvd., Woodbury, NY 11797
93
Wealthminder
score

Robert Opanel (CRD# 4484473) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 15 years of experience in the finance industry.

7
Sandee A. Petry
CRD#: 5570806
125 Froehlich Farm Blvd., Woodbury, NY 11797
93
Wealthminder
score

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.

8
Joseph J. Trifiletti
CRD#: 5295897
125 Froehlich Farm Blvd., Woodbury, NY 11797
93
Wealthminder
score

Joseph Trifiletti (CRD# 5295897) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 9 years of experience in the finance industry.

9
David H. Bock
CRD#: 1888401
125 Froehlich Farm Blvd., Woodbury, NY 11797
90
Wealthminder
score

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

10
John W. Brower
CRD#: 1886463
32-75 Steinway Street, Suite 203, Astoria, NY 11103
90
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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.