Best Investors Account Sign in
Current Employers
Vanderbilt Advisory Services

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-02-05
TX RA APPROVED 2021-01-26
  • NY RA
    APPROVED
    Since 2021-02-05
  • TX RA
    APPROVED
    Since 2021-01-26

Branch Locations

7067 E. Genesee Street, Fayetteville, NY 13066 • United States

125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cadaret, Grant & Co., Inc. East Syracuse NY 12/2008 01/2021
Hansen'S Advisory Services, Inc. Fayetteville NY 01/2013 Present
Vanderbilt Securities, Llc Woodbury NY 01/2021 Present
Vanderbilt Advisory Services Woodbury NY 01/2021 Present
  • 12/2008 → 01/2021
    Cadaret, Grant & Co., Inc.
    East Syracuse, NY
  • 01/2013 → Present
    Hansen'S Advisory Services, Inc.
    Fayetteville, NY
  • 01/2021 → Present
    Vanderbilt Securities, Llc
    Woodbury, NY
  • 01/2021 → Present
    Woodbury, NY
Previous Registrations
  • 2019-09-09 → 2021-01-26
    Cadaret, Grant & Co., Inc.
    East Syracuse, NY
    Fayetteville, NY
    Ithaca, NY
Other Businesses

1) Hansen's Advisory Services, INC. Not Investment Related. Start Date: 01/26/2021. Address: 7076 East Genesee Street, Fayetteville NY. 13035. Title: Advisor. Duties: Sales of insurance products including life, disability, long term care and annuities to clients if requested or indicated in their financial plan. Time spent during regular hours: 5%. 2) Tax Services. Not Investment Related. Start Date: 12/26/2022. Address: 7076 East Genesee Street, Fayetteville NY. 13035. Title: Tax Preparer. Duties: Tax Preparer for investment clients and non-clients. Time spent during regular hours: 20%. 3) Singing Solutions, Inc. Not Investment Related. Start Date: 08/20/2024. Address: 350 West Fayette Street, Syracuse NY, 13202. Title: Board Member/Treasurer. Duties: This is a brand new non profit organization. I am a member of a newly formed board. Our first board meeting is September 6th. As treasurer, I will be working on a budget and financial reporting/accounting. Time spent during regular hours: 20%.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-02
S63 Uniform Securities Agent State Law Examination 2009-01-14
  • S65 Uniform Investment Adviser Law Examination
    2021-01-02
  • S63 Uniform Securities Agent State Law Examination
    2009-01-14
Other Names
  • Gayle Jymme Mcpolin

View on SEC IAPD

More in Fayetteville, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor