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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-14 |
| NJ | RA | APPROVED | 2026-06-18 |
Branch Locations
268 Main Street, Gladsone, NJ 07934 • United States
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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2012 | 06/2026 |
| Patterson/Smith Associates, Llc | Morristown | NJ | 03/2012 | Present |
| Vanderbilt Services, Llc | Woodbury | NY | 06/2026 | Present |
| Vanderbilt Advisory Services | Woodbury | NY | 06/2026 | Present |
Patterson/Smith Assoc. Investment related. Start date: 04-01-2014. Address: 268 Main St. Gladstone , NJ 07934. Title: Managing Member. Duties Sales. Time spent during regular hours: 5%. Vanderbilt Somerset HIlls NJ. Investment related. Start date: 06-19-2026. Address: 268 Main St. Gladstone , NJ 07934. Title: Wealth Manager. Duties: Investment and financial planning advice. Time spent during regular hours: 90%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-09 |
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