Kerim Tulun

Current Employers

Vanderbilt Advisory Services

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-07

NY RA
APPROVED

Since 2021-04-07

Branch Locations

56 Main St Ste 1&2, Warwick, NY 10990 • 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

Organization	City	State	From	To
Ubs Financial Services Inc.	Uniondale	NY	01/2014	06/2018
Vanderbilt Securities, Llc	Woodbury	NY	06/2018	Present
Vanderbilt Advisory Services	Woodbury	NY	06/2018	Present

01/2014 → 06/2018

Ubs Financial Services Inc.

Uniondale, NY
06/2018 → Present

Vanderbilt Securities, Llc

Woodbury, NY
06/2018 → Present

Vanderbilt Advisory Services

Woodbury, NY

Previous Registrations

2014-01-29 → 2018-07-05

Ubs Financial Services Inc.

Garden City, NY

Other Businesses

1) TULAIR INTERNATIONAL CORPORATION. Not Investment related. Start date: 05/20/2007. Address: 147-20 181 St, Jamaica NY, 11413. Title: Shareholder. Duties: This is 100% passive. Time spent during regular hours: 0% 2) KT WEALTH MANAGEMENT. Investment related. Start date: 06/20/2021. Address: 56 Main St Suite, Warwick NY, 10990. Title: Founder. Duties: Comprehensive financial planning services for families and businesses. Time spent during regular hours: 100%. 3) Warwick Valley Chamber of Commerce. Not investment related. Start date: 11/01/2023. Address: 46 Main St. Warwick NY, 10990. Title: Board Member. Duties: Attend monthly held 1hr meetings. On the membership and golf committee. Time spent during regular hours: 0%.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-04-10

S66 Uniform Combined State Law Examination

2012-04-10

Designations

View on SEC IAPD