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Financial ADVSR advisor directory · SEC adviser records

Vanderbilt Advisory Services financial advisors in New York

Every SEC-registered investment adviser representative at a Vanderbilt Advisory Services office in New York, by city and A to Z.

96 registered advisors work at Vanderbilt Advisory Services in New York, out of 154 nationwide; it's the firm's number 1 state by advisors, and the most are in Woodbury (76). 16 list the CFP designation and 91 are also registered broker representatives.

Vanderbilt Advisory Services advisors by city in New York

Every firm in New York →

Woodbury 76Elmira 2Fayeteville 2Rochester 2Albany 1Canandaigua 1Deer Park 1Far Rockaway 1Fayetteville 1Forest Hills 1Hyde Park 1Jericho 1Middle Island 1New City 1Patchogue 1Staten Island 1Syracuse 1Warwick 1

Vanderbilt Advisory Services advisors in New York, A to Z

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Vanderbilt Advisory Services advisors in every state →Vanderbilt Advisory Services: assets, clients and custodians →Advisor Moves: who changed firms this week →

Vanderbilt Advisory Services in other states

California 12New Jersey 5Florida 4Massachusetts 4Iowa 3Indiana 3Minnesota 3Utah 3

Questions

How many Vanderbilt Advisory Services financial advisors are in New York?

96 investment adviser representatives are registered at Vanderbilt Advisory Services offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 154 at the firm nationwide. 16 list the CFP designation and 91 are also registered as broker representatives.

Where in New York does Vanderbilt Advisory Services have the most advisors?

Woodbury, with 76, then Elmira (2). Vanderbilt Advisory Services has advisors in 18 cities in New York.

How do I check a Vanderbilt Advisory Services advisor in New York?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Vanderbilt Advisory Services office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.