Discover why top Advisors chose Vanderbilt Financial Group as their trusted broker-dealer partner for innovation, support, and a commitment to sustainable investing. Hear firsthand how Vanderbilt’s personalized approach and cutting-edge resources empower advisors to grow their practices and better serve their clients.
Hear from our Director of Onboarding & Advisor Relationships, Theresa, as she introduces the Vanderbilt Concierge Assistant Program (VCAP). Learn how this unique service offers personalized support to streamline your business operations, so you can focus more on your clients and growing your practice.
Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on providing flexible, collaborative, and innovative solutions to our advisors and clients. We do this by providing world-class service while maintaining a “family office” feel.
Vanderbilt provides broker dealer and registered investment advisor services. With a focus on social and environmental responsibility, and headquartered in a LEED-Certified Platinum building, our commitment to changing the world begins at home in our office and within our culture.
We are proud to announce that we have been recognized as an “Inclusive Workplace” by Best Companies Group, a workplace culture and employee engagement expert, and COLOR Magazine, a leader in corporate inclusivity.
The “Inclusive Workplace” recognition is based on employee feedback gathered from a thorough and independent survey that gauges employee’s perceptions on workplace inclusion and belonging.
Vanderbilt is a place where advisors and clients come together to build the future of their dreams. As an organization, we are committed to a culture of community, collaboration and impactful investing. Together, anything is possible.
Vanderbilt Founder & Chairman
“Vanderbilt redefines collaborative culture. Our advisors and clients are part of the Vanderbilt family. We work together for a brighter future.”
– Heidi Distante, Chief Executive Officer
At Vanderbilt, we strive to provide a unique experience to our advisors and clients. Our commitment to GRITT and to making the future brighter through collaboration, culture and ingenuity is demonstrated throughout our organization.
When advisors and clients experience Vanderbilt for the first time, they are blown away by the difference. This difference is by design. We aim to be a leader in disruptive finance, rewriting the rules, maximizing flexibility, creating opportunities and ultimately impacting the future. Here are the most frequently asked questions we receive:
Each month, we limit the number of new advisors we add to the team to ensure you receive the highest level of individual care and attention. Each new advisor is assigned an onboarding manager who plans and organizes your entire transition, allowing you more time to meet with your clients to discuss the account transfer process in a timely and stress-free fashion.
Our customized process ensures the highest level of customer service throughout your onboarding process to create a smooth, seamless, and comfortable experience. We pride ourselves on providing world-class service with a family office feel.
Making a move is a big undertaking. That’s why we’ve created an electronic transition process that makes it quick, easy, an environmentally friendly.
Yes, and in addition we have our own full service RIA from Vanderbilt Advisory Services with over 400 SMA Managers to choose from.
Vanderbilt offers a robust platform which includes multiple clearing options, an insurance division, alternative and traditional investments. To receive a comprehensive guide to Vanderbilt Financial Group contact us.
GRITT stands for Gratitude, Respect, Innovation, Teamwork, Trustworthiness. They are our core values and guiding principles. Learn more about our culture of GRITT here.
We love this question as Vanderbilt truly cares about building a community of collaboration and engagement. This is not something we see in the industry at large, and a cornerstone of how we engage internally and externally. We would welcome a conversation to show you how we engage, and can even connect you with some of our advisors. Contact us to schedule a conversation.
Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments.
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions and Charles Schwab. Insurance Services offered through Vanderbilt Insurance and other agencies. For additional information on services, disclosures, fees, and conflicts of interest, please visit Important Disclosures | Privacy Policy | SEC Rule 606 | Public BCP
VFG uses Ethos ESG Research, an industry leader in driving ESG and Climate transparency through objective measuring and modeling of ESG characteristics. Learn more at www.ethosesg.com. VFG and its affiliates support and promote Environmental, Social, and Corporate Governance (“ESG”), Socially Responsible Investing (“SRI”), and Impact Investing, but the Firm and its affiliates do not require or mandate that its financial professionals engage solely in related activities. Clients of the Firm and its affiliates are not required to adopt or invest in any specific security, strategy, or portfolio. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by third parties to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
