Impact Investing thought leader, Mehul Thakker, formerly of Financial West Group, joins the movement of impact advisors choosing Vanderbilt Financial Group of Woodbury, NY. Located in San Leandro, CA, Mehul has 15 years of industry experience and manages $60 million in assets under management.
On July 26th Vanderbilt Financial Group CEO Steve Distante and Financial Advisor Jeffrey Gitterman were interviewed in an InvestmentNews article entitled, “Independent broker-dealer Vanderbilt revamps to focus on impact investing”.
Vanderbilt Financial Group’s growth continues with the addition of 10 financial advisors in yet another Impact Investing focused OSJ, bringing in over $250 million in new assets
Effective June 16th, Vanderbilt Financial Group welcomed a 20-person team from Triad Advisors Inc., bringing in over $1 Billion of new Assets WOODBURY, NY–(Marketwired –
We are so excited to congratulate our Chief Compliance Officer, Barry Champney on being named a Giraffe Hero. The Giraffe Heroes Project is a nonprofit
Vanderbilt Financial Group Recruits EVANS Group Financial Advisors Vanderbilt Financial Group adds a new branch in Cheshire, Connecticut with over $40 million in Assets Under
We are so excited to announce that Vanderbilt Financial Group will be participating together as a team at the Vineyard 5k at Duckwalk Vineyard in
We’re happy to announce that our Controller, Megan Plapp has been added to the Management Team. Megan joined the Vanderbilt Family in January of 2017
Vanderbilt Financial Group adds seven Financial Advisors in November and December bringing their year-to-date total to 25.
Michelle Manfre wins Vanderbilt Financial Group’s Employee of the Quarter
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
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