Sam Kodari, financial advisor Woodbury NY

Sam Kodari

CRD Number: 1779614
Current Firm: Vanderbilt Advisory Services

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.

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Company Name Location Dates Years
Vanderbilt Securities, LLC Woodbury, NY Jan 2018 - Current 6
Self Employed Farmers Branch, TX Aug 1988 - Current 35
Signator Investors, Inc. Dallas, TX May 2016 - Dec 2017 1
Transamerica Financial Advisors, Inc. Plano, TX Jun 1998 - May 2016 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
Contact Info for Sam Kodari
Phone Number: 631-845-5100
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,104
    MILLIONS
  • Total Number of Accounts
    5,069
    ACCOUNTS
  • Average Account Value
    $217,704
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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

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