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).

By the Numbers
  • Total Assets Under Management
    1,104
    MILLION
  • Total Number of Accounts
    5,069
    ACCOUNTS
  • Average Account Value
    $217,704
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
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 11 - 20 of 98 top financial advisors.
11
Simon K. Chung
CRD#: 1181732
125 Froehlich Farm Blvd., Woodbury, NY 11797

Simon Chung (CRD# 1181732) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 35 years of experience in the finance industry.

12
Michael A. Citron
CRD#: 1374797
32 Breton Drive,, Pine Brook, NJ 07058

Michael Citron (CRD# 1374797) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Pine Brook, NJ and has over 35 years of experience in the finance industry.

13
Donna E. Clifford
CRD#: 2525280
50 Main Street, Suite 305, North Reading, MA 01864

Donna Clifford (CRD# 2525280) is an Investment Advisor Representative working at Vanderbilt Advisory Services in North Reading, MA and has over 29 years of experience in the finance industry.

14
Peter C. Cook
CRD#: 1626293
125 Froehlich Farm Blvd., Woodbury, NY 11797

Peter Cook (CRD# 1626293) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 37 years of experience in the finance industry.

15
Dean M. Cress
CRD#: 6867275
1062 S Shenandoah Street,, Los Angeles, CA 90035

Dean Cress (CRD# 6867275) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Los Angeles, CA and has over 6 years of experience in the finance industry.

16
Albert M. D'amato
CRD#: 2630045
125 Froehlich Farm Blvd., Woodbury, NY 11797

Albert D'amato (CRD# 2630045) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 28 years of experience in the finance industry.

17
Stephen A. Distante
CRD#: 2206574
125 Froehlich Farm Blvd., Woodbury, NY 11797

Stephen Distante (CRD# 2206574) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 31 years of experience in the finance industry.

18
George M. Drakos
CRD#: 71699
Forest Hills, NY

George Drakos (CRD# 71699) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Forest Hills, NY and has over 35 years of experience in the finance industry.

19
Michael D. Evans
CRD#: 2132020
125 Froehlich Farm Blvd., Woodbury, NY 11797

Michael Evans (CRD# 2132020) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 29 years of experience in the finance industry.

20
William P. Fauzio
CRD#: 2193834
999 Foxon Road, Suite 22, North Brandon, CT 06471

William Fauzio (CRD# 2193834) is an Investment Advisor Representative working at Vanderbilt Advisory Services in North Brandon, CT and has over 15 years of experience in the finance industry.

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