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).
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Total Assets Under Management1,043MILLION
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Total Number of Accounts4,420ACCOUNTS
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Average Account Value$235,927
- 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, 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.