Best Investors
Account
Sign in
Best Investors
Account
Sign in
Vanderbilt Advisory Services CRD 116537
$2.11B regulatory AUM 64 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-02-17 |
Branch Locations
Mount Pleasant, SC • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Innovation Partners Llc | Charlotte | NC | 07/2016 | 12/2024 |
| Ip Financial Advisory Services | Charlotte | NC | 01/2020 | 02/2026 |
| Vanderbilt Advisory Services | Woodbury | NY | 02/2026 | Present |
Fixed Insurance Sales. Start date: 01-01/2005. Address: 1243 Dingle Road Mount Pleasant, SC 29466. Title: Salesman. Duties: Selling Index Annuities. Time spent during regular hours: 50%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-09 |
Reach out to this advisor