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).
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Total Assets Under Management737MILLION
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Total Number of Accounts3,354ACCOUNTS
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Average Account Value$219,649
- 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, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.