Vanderbilt Advisory Services

Vanderbilt Advisory Services (CRD# 116537) is a financial advisory firm headquartered in Woodbury, NY. They manage $736,703,626 in 3,354 accounts and serve the financial needs of clients across 48 states (or territories).

By the Numbers
  • Total Assets Under Management
    737
    MILLION
  • Total Number of Accounts
    3,354
    ACCOUNTS
  • Average Account Value
    $219,649
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, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Vanderbilt Advisory Services
Showing 1 - 10 of 98 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 30 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
Anthony Battista
CRD#: 2661066
125 Froehlich Farm Blvd., Woodbury, NY 11797

Anthony Battista (CRD# 2661066) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 25 years of experience in the finance industry. Anthony Battista 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.

5
Kurt A. Berry
CRD#: 4550773
Johnson City, TN

Kurt Berry (CRD# 4550773) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Johnson City, TN and has over 19 years of experience in the finance industry.

6
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 13 years of experience in the finance industry.

7
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 12 years of experience in the finance industry.

8
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 20 years of experience in the finance industry.

9
Gale A. Brodie
CRD#: 1318619
125 Froehlich Farm Blvd., Woodbury, NY 11797

Gale Brodie (CRD# 1318619) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 36 years of experience in the finance industry.

10
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 32 years of experience in the finance industry.

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