Vanderbilt Securities, LLC

Broker-DealerFINRA MemberEst. 1971
Total AUM
Advisory reps
314
Avg account
$0

Firm details

Headquarters
Woodbury, New York
CRD number
5953
Registered since
September 29, 1971

Firm profile

FINTRX

Overview

Vanderbilt Securities, LLC is organized as a limited liability company and is classified in FINTRX as an independent broker‑dealer. The record shows SEC registration dating back to 1971 and lists ownership as a combination of a domestic entity and individuals. FINTRX does not characterize the firm as a capital allocator and indicates it is not active on ESG investing, not a multistate adviser, not newly formed, and not a pension consultant or related adviser. The firm has not supplied details about its client base, fee structure, specific business activities or advisory services in the FINTRX entry, and a separate “Activities and Affiliations” field is blank in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 15
  • Brian Cheatham

    Brian Cheatham

    Chief Operating OfficerCRD 6918524

  • Jeffrey Baker

    Jeffrey Baker

    Founder & CEOCRD 2102752

  • Daniel Williams

    President and CEOCRD 2274653

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Contacts

3 of 299
  • Steven Yazell

    Steven Yazell

    Investment Advisor Representative and Registered RepresentativeCRD 2353341

  • Albert D'amato

    Investment Advisory RepresentativeCRD 2630045

  • Derek Main

    Derek Main

    Financial AdvisorCRD 5742551

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth