VANDERBILT SECURITIES, LLC
Firm details
- Headquarters
- WOODBURY, New York
- CRD number
- 5953
- Registered since
- September 29, 1971
- Website
- joinvanderbilt.com
Firm profile
FINTRXOverview
Vanderbilt Securities, LLC is organized as a limited liability company and operates as an independent broker-dealer. The firm has been SEC-registered since 1971. Publicly available records indicate ownership structure includes both a domestic entity and individual stakeholders. FINTRX notes the firm is not a capital allocator, is not an active ESG investor, and is not identified as a multi-state adviser or pension consultant. There is limited disclosure about the firm’s specific advisory services, fee schedules, client segments, or day-to-day business activities in the provided data. Given the classification as an independent broker-dealer and the sparse disclosure about advisory operations, Vanderbilt Securities’ primary role appears oriented toward supporting producing advisors and branch operations rather than acting as an investment manager that reports aggregated assets under management.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 15Brian Cheatham
Chief Operating OfficerCRD 6918524
JEFFREY BAKER
Founder & CEOCRD 2102752
DANIEL WILLIAMS
President and CEOCRD 2274653
Contacts
3 of 296STEVEN YAZELL
Investment Advisor Representative and Registered RepresentativeCRD 2353341
ALBERT D'AMATO
Investment Advisory RepresentativeCRD 2630045
Derek Main
Financial AdvisorCRD 5742551
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WOODBURY, NY
NASSAU
Location
WOODBURY, NY
Headquartered in WOODBURY, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NASSAU
- Address
- 125 Froehlich Farm Blvd
- Time zone
- ET (UTC-5)
- Office locations
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