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
Valentina Solomita (CRD# 2109879) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 33 years of experience in the finance industry.
David Stewart (CRD# 3238753) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Norwalk, CT and has over 22 years of experience in the finance industry.
Tammy Taylor (CRD# 6337854) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Calabasas,, CA and has over 8 years of experience in the finance industry.
Rosemary Terry (CRD# 1475075) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 36 years of experience in the finance industry.
Mehul Thakker (CRD# 4382133) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 22 years of experience in the finance industry.
Michelle Thomas (CRD# 2210435) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 24 years of experience in the finance industry.
Theresa Timmerman (CRD# 5085646) is an Investment Advisor Representative working at Vanderbilt Advisory Services in North Reading, MA and has over 18 years of experience in the finance industry.
Kerim Tulun (CRD# 5889545) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Warwick, NY and has over 12 years of experience in the finance industry.
Cary Urich (CRD# 2132001) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 33 years of experience in the finance industry.
Stuart Valentine (CRD# 1646981) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Fairfield, IA and has over 24 years of experience in the finance industry.