Adviser and broker representative · Vanderbilt Advisory Services
Moshe N. Alpert
CRD 6433535 · Woodbury, NY
At a glance
Moshe N. Alpert is an investment adviser representative with Vanderbilt Advisory Services in Woodbury, NY, according to the SEC’s Investment Adviser Public Disclosure records. Moshe is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Vanderbilt Advisory ServicesSince September 2026Woodbury, NY · $2.1B in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Moshe’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
- Locked
- 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.