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
Craig Walker (CRD# 6828478) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 6 years of experience in the finance industry.
Todd Walker (CRD# 4781913) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Wells, VT and has over 19 years of experience in the finance industry.
Jennefer Walsh (CRD# 4669196) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Arvada, CO and has over 19 years of experience in the finance industry.
Daniel Ward (CRD# 5587522) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Honolulu, HI and has over 9 years of experience in the finance industry.
Michael Ward (CRD# 1425173) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 38 years of experience in the finance industry.
Lynn Williams (CRD# 2015850) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Elmira, NY and has over 34 years of experience in the finance industry.
Larry Worden (CRD# 4829094) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Rogers, AR and has over 19 years of experience in the finance industry.
Frank Zukowski (CRD# 2096843) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 18 years of experience in the finance industry.
Laura Adams (CRD# 5822491) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Fayeteville, NY and has 1 year of experience in the finance industry.
Ruth Arriaza (CRD# 6332739) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has 1 year of experience in the finance industry.