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
Lori Bochert (CRD# 6641574) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Newburgh, IN and has over 4 years of experience in the finance industry.
Shannon Bora-Cooper (CRD# 6200596) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has 1 year of experience in the finance industry.
Jack Chite (CRD# 1160338) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 13 years of experience in the finance industry.
Annalisa Clifford Gold (CRD# 6707993) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Fairfield, IA and has 1 year of experience in the finance industry.
Tara Donato (CRD# 7829151) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has 1 year of experience in the finance industry.
Lynne Ford (CRD# 7671779) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has 1 year of experience in the finance industry.
Anya Gage (CRD# 6922202) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Minneapolis, MN and has over 4 years of experience in the finance industry.
Joseph Giordano (CRD# 5909799) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 12 years of experience in the finance industry.
Eric Goodman (CRD# 6174199) is an Investment Advisor Representative working at Vanderbilt Advisory Services in West Babylon, NY and has over 10 years of experience in the finance industry.
Susan Hansen (CRD# 1376798) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 38 years of experience in the finance industry.