Philip Michael Scholler

Employer firm

Vanderbilt Advisory Services CRD 116537

$2.11B regulatory AUM 64 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → Present
  Vanderbilt Securities, Llc
  Woodbury, NY
• 08/2015 → Present
  Vanderbilt Advisory Services
  Woodbury, NY

Previous Registrations

• 2013-04-09 → 2015-08-03
  Girard Securities, Inc.
  San Diego, CA
  Columbus, OH
• 2008-08-01 → 2013-03-26
  Nationwide Securities, Llc
  Columbus, OH
  Groveport, OH
  Columbus, OH
• 2007-07-05 → 2008-08-01
  1717 Capital Management Company
  Groveport, OH
  Dublin, OH
  Columbus, OH
• 2002-07-22 → 2007-01-08
  Ubs Financial Services Inc.
  Columbus, OH
  Upper Arlington, OH

Other Businesses

WealthMark Advisory Services. Investment related. Start date 03/22/2013. Address: 4951 Dublin Rd., Dublin, Ohio 43017. Title: President & CEO. Duties: Wealth management and investment advisory services, portfolio management. Time spent during regular business hours 100%.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-22
• S63 Uniform Securities Agent State Law Examination
  1999-12-23