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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-03-14 |
Branch Locations
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Vanderbilt Securities, Llc | Melville | NY | 12/2009 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 11/2013 | Present |
1) Rental Property. Not investment related. Start date: 05/15/1980. ADDRESS: 149-41 23 Avenue, Whitestone, NY 11747. Title: Owner/Landlord. Duties: Maintain Property. Time spent during regular hours: 0%. 2) Vanderbilt Life Insurance, Formerly Annuity Depot, Not investment related. Start date: 05/04/1993. Address: 125 Froehlich Farm Blvd, Woodbury New York, 11797. Title: Licensed agent. Duties: Sale of Life Insurance, LTC, Medicare, Supplemental Ins- Present Illustrations and explain types of Insurance to Clients applications sent to Algren. Time spent during regular hours: 5%. 3) Fixed Insurance Sales. Advisors Insurance Brokers. Not investment related. Start date: 11/01/2023. Address: 232 Altessa Blvd, Melville, 11747. Title: Licensed Agent. Duties: I will be presenting Fixed annuities to my clients and life insurance. Time spent during regular hours: 5%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-06 |
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