Vanderbilt Advisory Services
Woodbury, NY·SEC-registered · CRD #116537
Vanderbilt Advisory Services is an SEC-registered investment advisory firm in Woodbury, NY managing $2.1B across 7.0k client accounts, with 144 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.1B
Client accounts
7.0k
Advisory staff
144
Fee model
Fee-based
How Vanderbilt Advisory Services is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Vanderbilt Advisory Services
How much does Vanderbilt Advisory Services manage?
Per its most recent SEC Form ADV filing (02/27/2026), Vanderbilt Advisory Services reports $2.1B in regulatory assets under management across roughly 7.0k client accounts.
How does Vanderbilt Advisory Services charge?
Vanderbilt Advisory Services is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Vanderbilt Advisory Services a fiduciary?
Yes. Vanderbilt Advisory Services is registered with the U.S. Securities and Exchange Commission (CRD #116537), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Vanderbilt Advisory Services taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Vanderbilt Advisory Services and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Woodbury, NY
Profile compiled from Vanderbilt Advisory Services's public SEC Form ADV filing (CRD #116537, filed 02/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Vanderbilt Advisory Services. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Vanderbilt Advisory Services? Claim this profile.