Vanderbilt Insights

One Billion Dollar Impact-Investing Team Joins Vanderbilt Financial Group, The Sustainable Broker Dealer and RIA

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 – June 16, 2017) – Vanderbilt Financial Group, also known as The Sustainable Broker Dealer and RIA, continues their recruiting streak making their voice heard in the Impact Investing community and shaking up the Investment world with their passion for, “Teaching clients how to do good with the money they invest,” as Chief Disruption Officer and CEO, Steve Distante says.

Vanderbilt has seen an increase of over 30% in Financial Advisors over the past year. The 20 new Registered Representatives are located in three branch offices in New Jersey and New York City. This team is well aligned with Vanderbilt’s intense focus on Impact Investing (also known as ESG or Environmental Social Governance focused and as SRI or Socially Responsible Impact Investing).

Distante’s excitement is clear as he continues, “Supporting our advisors’ passion for Impact Investing is our passion as well; creating a community of like-minded financial advisors is just the start of how we will impact the investing community. Just last month, we received SEC approval and are finalizing FINRA approval for our Impact Focused Crowd Funding site, which will allow both accredited and more importantly, non-accredited investors or ‘regular people’ to invest in projects that are meaningful. We are honored to be selected by this team of advisors who found us through our www.ImpactU.me initiative. ImpactU.me was created to educate the investing public and financial advisors about Impact Investing. ImpactU.me also offers the industry’s only Impact certification, the SIP or Sustainable Investment Professional Certification in partnership with Concordia University.”

Vanderbilt’s COO, Joseph Trifiletti added, “In an environment of downsizing and consolidation in the financial services industry, we are so grateful for our continued growth and the overwhelming response from the Impact/ESG community. We see no end in sight! Our firm is well equipped to serve the needs of those advisors who embrace Impact, because we respect and appreciate this very special type of investing.”

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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.

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