Vanderbilt Financial Group is an independent Broker Dealer that offers innovative solutions to help its independent financial advisor

Heidi Distante

Chief Executive Officer

Heidi has been with Vanderbilt Financial Group since 2001. She previously held the role of Chief of Staff for 7 years supporting the firm’s daily operations before being promoted to Chief Executive Officer in 2019. Heidi has worked within every department of the back office, oftentimes building that department from scratch in the early days of the firm. She was a part of the original management team that grew the firm from a smaller Office of Supervisory Jurisdiction (OSJ) to an independent Broker Dealer with over 200 Financial Advisors spread across the country in 30 states. In addition to growing Vanderbilt, Heidi has also spearheaded major strategy and technical shifts within the Firm’s cybersecurity efforts – managing experts across technology, compliance and operations while working directly with the regulatory entities.

Prior to joining Vanderbilt, Heidi spent 15 years at Citicorp Retail Services as a Relationship Manager in their Private Label Credit Card Division. Her experience functioning as an interface between the Operations Department and luxury retailers exposed her to exceptional customer service tactics in the Financial Services industry, which has carried over into establishing the high-level of customer service Vanderbilt Financial Group has become known for.

Heidi and Steve Distante have been married for over 30 years and are the proud parents to Elizabeth and Quinten. Heidi’s crafty and creative nature keeps her busy and involved, whether she is baking, scrapbooking and sewing, or serving her family and community. She is a spirited volunteer, deeply involved in her parish St. Elizabeth of Hungary, the Suffolk County Girl Scouts, the Long Island Blood Services, as well as an ambassador for The Interfaith Nutrition Network (The INN), serving the hungry and homeless on Long Island.

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.

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, Charles Schwab & TD Ameritrade
Insurance Services offered through Vanderbilt Insurance and other agencies
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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.

Vanderbilt Securities LLC, and Vanderbilt Advisory Services comply with Section 326 of the USA PATRIOT Act. This law mandates that we request certain information about you while processing your account application. This information is used to verify your identity.

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No information on this web site should be considered a recommendation or solicitation to invest in a particular security or type of security.

Neither asset allocation nor diversification can eliminate the risk of fluctuating prices and uncertain returns.

Past performance is not indicative of future results. Please obtain from your Financial Advisor, the prospectus(es) or other offering documents as applicable for the fee-based account program and read carefully before investing.

Vanderbilt Securities LLC is not a tax advisor. We suggest you consult your personal tax advisor and/or legal representative before making tax-related investment decisions.

Copyright 2015 - All Rights Reserved - Vanderbilt Financial Group 125 Froehlich Farm Blvd, Woodbury, NY 11797 | Phone: 631.845.5100

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