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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2024-01-11 |
Branch Locations
1837 E. Parkridge Drive,, Salt Lake City, UT 84121 • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Draper | UT | 01/2012 | 07/2017 |
| Unemployed | Draper | UT | 07/2017 | 10/2017 |
| Atp Flight School | Ogden | UT | 11/2017 | 08/2019 |
| Lpl Financial | South Jordan | UT | 06/2019 | 09/2021 |
| Vanderbilt Securities, Llc | Woodbury | NY | 10/2023 | Present |
| Abe Johnson Flight Instruction | West Jordan | UT | 04/2019 | Present |
| Southern Airways Express | Hawthorne | CA | 04/2022 | Present |
1) 6/28/2019 - Real Estate Rental - 825 Jordan Oaks Ct Sandy, UT 84070-6653 - Investment Related 2) 6/28/2019 - Real Estate Rental - 741 Southfork Dr Draper, UT 84020-8552 - Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-14 |
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