WHO IS VANDERBILT?
Vanderbilt Financial Group is an Independent Broker Dealer and RIA headquartered in Woodbury, New York. Founded in 1965, Vanderbilt has maintained a dedication to providing the highest level of customer service to our advisors and their clients to enable success. Our culture is unique in that we have a commitment to doing good. We are passionate about serving our environment and community. We are an Impact Organization because our ultimate goals are aligned with the intention to bring about positive social, environmental, or governmental change through our business and investments.
HOW ARE WE CONNECTED?
As your Financial Advisors’ Broker Dealer, we are uniquely connected. An easy way to understand our connection is to think of you the client, your Financial Advisor, we the Broker Dealer, and our Clearing Firm as paper dolls holding hands.
As a client of Vanderbilt, you benefit from the relationships of your advisor, your broker dealer and your clearing firm. In addition to the services your Advisor offers, you have access to Vanderbilt’s support.
All of our advisors were carefully selected to join Vanderbilt based on their skill, success, and culture. We share our core values and our dedication to helping to position their clients for success.
A Broker Dealer is an introducing investment firm that bridges the gap between the advisor and the clients’ investments. We offer full technical and operational support to advisors as the direct line between them and your investments. We also provide ongoing education and skill training to keep our advisors current in ever-changing markets.
A Clearing Firm is the custodian of the equity and fixed income investments. Vanderbilt clears through Fidelity Clearing & Custody Solutions.
Vanderbilt Financial Group is an Independent Broker Dealer doing business differently than anyone else in our field. We are constantly learning and applying new ways of doing thing- whether it’s learning a new program that improves our business, infusing gamefication into our workplace, or becoming a sustainable and green firm, we are passionate about being a modern pioneer and different kind of broker dealer. We are a unified team driven by shared values of; gratitude, respect, innovation, teamwork, and trust. At Vanderbilt we are focused on finding ways of bettering ourselves and those around us while always applying our values to our clients, our community, and our environment.