Vanderbilt Advisory Services

Vanderbilt Advisory Services (CRD# 116537) is a financial advisory firm headquartered in Woodbury, NY. They manage $459,873,045 in 2,158 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    460
    MILLION
  • Total Number of Accounts
    2,158
    ACCOUNTS
  • Average Account Value
    $213,102
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI, WV

Financial Advisors at Vanderbilt Advisory Services
Showing 1 - 10 of 79 top financial advisors.
1
Jonathan W. Affe
CRD#: 4706650
125 Froehlich Farm Blvd., Woodbury, NY 11797

Jonathan Affe (CRD# 4706650) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 14 years of experience in the finance industry.

2
Stephen J. Agrista
CRD#: 1840
122 East State Street, Doylestown, PA 18901

Stephen Agrista (CRD# 1840) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Doylestown, PA and has over 31 years of experience in the finance industry.

3
Joseph R. Allen
CRD#: 2401922
Ballwin, MO

Joseph Allen (CRD# 2401922) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Ballwin, MO and has over 17 years of experience in the finance industry.

4
Daniel Antenor
CRD#: 5839052
125 Froehlich Farm Blvd., Woodbury, NY 11797

Daniel Antenor (CRD# 5839052) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 2 years of experience in the finance industry.

5
Jeffrey B. Baker
CRD#: 2102752
125 Froehlich Farm Blvd., Woodbury, NY 11797

Jeffrey Baker (CRD# 2102752) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 29 years of experience in the finance industry. Jeffrey Baker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Marc A. Barretta
CRD#: 2775578
125 Froehlich Farm Blvd., Woodbury, NY 11797

Marc Barretta (CRD# 2775578) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 23 years of experience in the finance industry.

7
Anthony Battista
CRD#: 2661066
125 Froehlich Farm Blvd., Woodbury, NY 11797

Anthony Battista (CRD# 2661066) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 24 years of experience in the finance industry. Anthony Battista has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Kurt A. Berry
CRD#: 4550773
125 Froehlich Farm Blvd., Woodbury, NY 11797

Kurt Berry (CRD# 4550773) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Woodbury, NY and has over 17 years of experience in the finance industry.

9
David H. Bock
CRD#: 1888401
615 Hope Road, Bldg. 2b, 2nd Floor, Eatontown, NJ 07724

David Bock (CRD# 1888401) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Eatontown, NJ and has over 10 years of experience in the finance industry.

10
John W. Brower
CRD#: 1886463
32-75 Steinway Street, Suite 203, Astoria, NY 11103

John Brower (CRD# 1886463) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Astoria, NY and has over 30 years of experience in the finance industry.

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