WELCOME FROM OUR CHAIRMAN

Welcome to Vanderbilt Financial Group! Whether you are ready for a change or just dipping your toes in the water, I invite you to learn more about our unique firm through exploring our webpage or visiting us in Woodbury, NY to meet with our wonderful team. I’m proud of the VFG legacy and hope you add to it by joining us!

Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments. We do this while keeping our advisors front and center, providing a world-class level of service with a “family office” feel. Headquartered in a LEED-certified Platinum building, our commitment to changing the world begins at home in our office and within our culture.

Over the years, Vanderbilt has become known as “The Sustainable Wealth Management Firm” for our commitment to providing our financial advisors and clients greater access to values-aligned investments. This journey is different for each individual and we offer the tools, resources and products to discover the impact your clients want to have through the investments they make with you. Whether aligning with one of the United Nations’ Sustainable Development Goals or simply making an impact in the financial lives of their family, we’re dedicated to helping you successfully navigate the world of impactful investments in all of its different facets.

Our firm was formed over 50 years ago by two brothers to help manage their families’ money, In 2001, I acquired the firm and rebranded it as Vanderbilt Financial Group*. I’m often asked why the name “Vanderbilt” was chosen; the answer is simple: Cornelius Vanderbilt had the foresight to invest in an innovative transportation system in America which connected a country spread over a large land mass, was the foundation of our modern-day infrastructure, and is still in use today. Our team celebrates the entrepreneurial spirit of Vanderbilt that so many of our independent advisors also possess. And finally, the Vanderbilt name is reputable as one who understands the attainment of wealth and of risk, which is why our advisors and their clients turn to us to invest in their future.

Everyone on the Vanderbilt team displays a passionate, vibrant, and entrepreneurial vision committed to providing advisor independence with the support of a collaborative community. If you are a leader, an entrepreneur, who is committed to providing your clients with the best organization to serve their needs, you owe it to yourself to contact us and experience the “Vanderbilt Difference!”

Impactfully Yours,

Stephen Distante
Chairman and Founder, Vanderbilt Financial Group

Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments. Vanderbilt is known as “The Sustainable Wealth Management Firm” for our commitment to providing financial advisors and their clients with access to values-aligned investments. Headquartered in a LEED-certified Platinum building, Vanderbilt’s commitment to changing the world begins at home in our office and within our culture. Under the leadership of Chief Entrepreneurial Officer, Stephen Distante, Vanderbilt’s culture has garnered multiple awards and was most recently named one of 2018’s “Best Places to Work on Long Island” by Long Island Business News.

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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, Charles Schwab & TD Ameritrade
Insurance Services offered through Vanderbilt Insurance and other agencies
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures | Privacy Policy | SEC Rule 606 | Public BCP

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.

Securities products are:
• NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE

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