Vanderbilt Advisory Services
Vanderbilt Advisory Services (CRD# 116537) is a financial advisory firm headquartered in Woodbury, NY. They manage $1,103,544,071 in 5,069 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management1,104MILLION
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Total Number of Accounts5,069ACCOUNTS
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Average Account Value$217,704
- 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
Theodore Hirsch (CRD# 7242346) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Fairfield, IA and has over 6 years of experience in the finance industry.
Lynn Kachel (CRD# 4603736) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Rockville, VA and has over 21 years of experience in the finance industry.
Daniel Morris (CRD# 1046760) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 41 years of experience in the finance industry.
Gayle Olivette (CRD# 5544892) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 15 years of experience in the finance industry.
Diana Palmieri (CRD# 2889428) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 16 years of experience in the finance industry.
Yonatan Schreiber (CRD# 7250387) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Brookline, MA and has over 3 years of experience in the finance industry.
John Spinelli (CRD# 1715969) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 23 years of experience in the finance industry.
David Way (CRD# 7289730) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 3 years of experience in the finance industry.
Christopher Wolfe (CRD# 4217247) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Carle Place, NY and has over 23 years of experience in the finance industry.