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 31 - 40 of 94 top financial advisors.
31
Israel Harman
CRD#: 2586635
125 Froehlich Farm Blvd., Woodbury, NY 11797

Israel Harman (CRD# 2586635) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 27 years of experience in the finance industry.

32
Erik W. Hayden
CRD#: 6392083
125 Froehlich Farm Blvd., Woodbury, NY 11797

Erik Hayden (CRD# 6392083) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 7 years of experience in the finance industry.

33
Carl J. Holly
CRD#: 2192542
125 Froehlich Farm Blvd., Woodbury, NY 11797

Carl Holly (CRD# 2192542) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 30 years of experience in the finance industry.

34
Thomas A. Jack
CRD#: 5243582
125 Froehlich Farm Blvd., Woodbury, NY 11797

Thomas Jack (CRD# 5243582) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 15 years of experience in the finance industry.

35
Suzan Luna Jaffe
CRD#: 4634039
7837 Sw Capitol Hwy., Suite C, Portland, OR 97219

Suzan Luna Jaffe (CRD# 4634039) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Portland, OR and has over 19 years of experience in the finance industry. Suzan Luna Jaffe 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.

36
Joseph H. Johnson
CRD#: 1312422
125 Froehlich Farm Blvd., Woodbury, NY 11797

Joseph Johnson (CRD# 1312422) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 38 years of experience in the finance industry.

37
Thomas W. Johnson
CRD#: 4364006
Salt Lake City, UT

Thomas Johnson (CRD# 4364006) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Salt Lake City, UT and has over 21 years of experience in the finance industry.

38
Thomas J. Kachel
CRD#: 2336099
Rockville, VA

Thomas Kachel (CRD# 2336099) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Rockville, VA and has over 29 years of experience in the finance industry.

39
Stephen J. Kaufman
CRD#: 2386637
Freehold, NJ

Stephen Kaufman (CRD# 2386637) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Freehold, NJ and has over 28 years of experience in the finance industry.

40
Sam Kodari
CRD#: 1779614
125 Froehlich Farm Blvd., Woodbury, NY 11797

Sam Kodari (CRD# 1779614) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 23 years of experience in the finance industry.

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