Vanderbilt Advisory Services

Vanderbilt Advisory Services (CRD# 116537) is a financial advisory firm headquartered in Woodbury, NY. They manage $1,042,798,421 in 4,420 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,043
    MILLION
  • Total Number of Accounts
    4,420
    ACCOUNTS
  • Average Account Value
    $235,927
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.

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

Financial Advisors at Vanderbilt Advisory Services
Showing 1 - 10 of 94 top financial advisors.
1
William T. Adamski
CRD#: 4266534
Saylorsburg, PA

William Adamski (CRD# 4266534) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Saylorsburg, PA and has over 21 years of experience in the finance industry.

2
Jeffrey B. Baker
CRD#: 2102752
125 Froehlich Farm Blvd., Woodbury, NY 11797

Jeffrey Baker (CRD# 2102752) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 31 years of experience in the finance industry. Jeffrey Baker 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
Marc A. Barretta
CRD#: 2775578
125 Froehlich Farm Blvd., Woodbury, NY 11797

Marc Barretta (CRD# 2775578) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 25 years of experience in the finance industry.

4
Saurav R. Bhattacharyya
CRD#: 5464580
5550 Wild Rose Lane, Suite 400, West Des Moines, IA 50266

Saurav Bhattacharyya (CRD# 5464580) is an Investment Advisor Representative working at Vanderbilt Advisory Services in West Des Moines, IA and has over 14 years of experience in the finance industry.

5
David H. Bock
CRD#: 1888401
125 Froehlich Farm Blvd., Woodbury, NY 11797

David Bock (CRD# 1888401) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 13 years of experience in the finance industry.

6
Dana B. Brandes
CRD#: 1942634
125 Froehlich Farm Blvd., Woodbury, NY 11797

Dana Brandes (CRD# 1942634) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 21 years of experience in the finance industry.

7
Hillary E. Brevig
CRD#: 7014848
125 Froehlich Farm Blvd., Woodbury, NY 11797

Hillary Brevig (CRD# 7014848) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 3 years of experience in the finance industry.

8
Gale A. Brodie
CRD#: 1318619
9328 Elk Grove, #105-190, Elk Grove, CA 95624

Gale Brodie (CRD# 1318619) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Elk Grove, CA and has over 37 years of experience in the finance industry.

9
John W. Brower
CRD#: 1886463
125 Froehlich Farm Blvd., Woodbury, NY 11797

John Brower (CRD# 1886463) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 33 years of experience in the finance industry.

10
Jeremy R. Brown
CRD#: 5181977
125 Froehlich Farm Blvd., Woodbury, NY 11797

Jeremy Brown (CRD# 5181977) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 15 years of experience in the finance industry.

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