Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Vanderbilt Advisory Services financial advisors in Woodbury, NY

Every SEC-registered investment adviser representative at a Vanderbilt Advisory Services office in Woodbury, A to Z.

The short answer

83 registered advisors work at Vanderbilt Advisory Services in Woodbury, out of 156 at the firm nationwide; it ranks number 1 in the city by advisors. 10 list the CFP designation and 80 are also registered broker representatives.

Vanderbilt Advisory Services advisors in Woodbury, A to Z

Every Vanderbilt Advisory Services advisor →

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

Vanderbilt Advisory Services advisors in other cities

Irvine, CA 3Elmira, NY 2Fairfield, IA 2Fayeteville, NY 2Hudson, MA 2Minneapolis, MN 2New City, NY 2Newmarket, NH 2Rochester, NY 2Rockville, VA 2Twisp, WA 2Albany, NY 1Anchorage, AK 1Arvada, CO 1Calabasas, CA 1

Other firms in Woodbury

All Woodbury advisors →

Wells Fargo Clearing Services, LLC 39Consolidated Portfolio Review Corp. 36MML Investors Services, LLC 28Raymond James & Associates, Inc. 7Maxim Financial Advisors LLC 6Cetera Investment Advisers LLC 5Fusion Family Wealth, LLC 5Trident Advisors LLC 4J.P. Morgan Securities LLC 3LPL Financial LLC 3

Questions

How many financial advisors does Vanderbilt Advisory Services have in Woodbury?

83 investment adviser representatives are registered at Vanderbilt Advisory Services offices in Woodbury, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 156 nationwide. 10 list the CFP designation and 80 are also registered as broker representatives.

Is Vanderbilt Advisory Services one of the largest advisor employers in Woodbury?

Vanderbilt Advisory Services ranks number 1 in Woodbury by registered advisors, ahead of Wells Fargo Clearing Services, LLC (39).

How do I check a Vanderbilt Advisory Services advisor in Woodbury?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.