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 21 - 30 of 94 top financial advisors.
21
Frank J. Fava
CRD#: 4286445
125 Froehlich Farm Blvd., Woodbury, NY 11797

Frank Fava (CRD# 4286445) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 21 years of experience in the finance industry.

22
Richard B. Feinberg
CRD#: 205662
125 Froehlich Farm Blvd., Woodbury, NY 11797

Richard Feinberg (CRD# 205662) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 28 years of experience in the finance industry.

23
Diana L. Fletcher
CRD#: 2203146
125 Froehlich Farm Blvd., Woodbury, NY 11797

Diana Fletcher (CRD# 2203146) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 30 years of experience in the finance industry. Diana Fletcher 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.

24
Elliot G. Ford
CRD#: 2440927
Twisp, WA

Elliot Ford (CRD# 2440927) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Twisp, WA and has over 28 years of experience in the finance industry.

25
Daryll J. Ganz
CRD#: 4639845
125 Froehlich Farm Blvd., Woodbury, NY 11797

Daryll Ganz (CRD# 4639845) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 19 years of experience in the finance industry.

26
Robert J. Goellner
CRD#: 223577
125 Froehlich Farm Blvd., Woodbury, NY 11797

Robert Goellner (CRD# 223577) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 37 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.

27
Brett I. Goldstein
CRD#: 3104778
125 Froehlich Farm Blvd., Woodbury, NY 11797

Brett Goldstein (CRD# 3104778) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 23 years of experience in the finance industry.

28
Earl W. Good
CRD#: 4485927
6575 South Redwood Road, #300, Salt Lake City, UT 84123

Earl Good (CRD# 4485927) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Salt Lake City, UT and has over 19 years of experience in the finance industry.

29
Michael E. Gorman
CRD#: 226089
125 Froehlich Farm Blvd., Woodbury, NY 11797

Michael Gorman (CRD# 226089) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has 1 year of experience in the finance industry.

30
Cynthia S. Guynn
CRD#: 3177657
San Francisco, CA

Cynthia Guynn (CRD# 3177657) is an Investment Advisor Representative working at Vanderbilt Advisory Services in San Francisco, CA and has over 23 years of experience in the finance industry.

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