Adviser and broker representative · Vanderbilt Advisory Services
Loren W. Wood
CRD 1524675 · Elmira, NY
At a glance
Loren W. Wood is an investment adviser representative with Vanderbilt Advisory Services in Elmira, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Loren’s SEC record dates to 2002, about 24 years ago. Loren is also registered as a broker representative.
Current advisory firm
- Vanderbilt Advisory ServicesSince June 2025Elmira, NY · $2.1B in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Loren’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Vanderbilt Advisory Services
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- Amos AkinyooyeJericho
- Moshe N. AlpertFar Rockaway · Certified Financial Planner, Chartered Financial Consultant
- Brian K. AltounianCalabasas
- Michael AmorosoHyde Park
- Daniel Antenor, JrWoodbury
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