Tara Donato (CRD# 7829151) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has 1 year of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vanderbilt Financial Group | Woodbury, NY | Nov 2023 - Current | < 1 |
| Korn Ferry | Los Angeles, CA | Aug 2023 - Current | < 1 |
| World Financial Group, Inc. | Los Angeles, CA | Dec 2022 - Current | 1 |
| The Mind Gym | New York, NY | Jan 2014 - Current | 10 |
| Businesstalk Inc. | New York, NY | Dec 2012 - Sep 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- CA
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Total Assets Under Management1,104MILLIONS
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Total Number of Accounts5,069ACCOUNTS
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Average Account Value$217,704
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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