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
Erik Hayden (CRD# 6392083) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 8 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 32 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 17 years of experience in the finance industry.
Suzan Luna Jaffe (CRD# 4634039) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 20 years of experience in the finance industry.
Joseph Johnson (CRD# 1312422) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 40 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 22 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 30 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 30 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 25 years of experience in the finance industry.
David Laliberte (CRD# 3003191) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Hudson, MA and has over 25 years of experience in the finance industry.