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
Syed Mohsin (CRD# 1182691) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 37 years of experience in the finance industry.
Timothy Moreno (CRD# 6103391) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Lincoln, CA and has over 11 years of experience in the finance industry.
Chris Nelson (CRD# 868050) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Yardley, PA and has over 41 years of experience in the finance industry.
Jina Penn-Tracy (CRD# 4839760) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Minneapolis, MN and has over 2 years of experience in the finance industry.
Eric Rabaskas (CRD# 1698023) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 36 years of experience in the finance industry.
Thomas Ray (CRD# 1670674) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Petaluma, CA and has over 19 years of experience in the finance industry.
Philip Scholler (CRD# 3230132) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 24 years of experience in the finance industry.
David Schreiber (CRD# 4101467) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Brookline, MA and has over 24 years of experience in the finance industry.
Nicole Simpson (CRD# 2153564) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Piscataway, NJ and has over 31 years of experience in the finance industry.
Michael Smith (CRD# 5312436) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Newmarket, NH and has over 16 years of experience in the finance industry.