WHY VANDERBILT

AS AN ENTREPRENEURIAL ADVISOR, YOU HAVE A CHOICE. WHY CHOOSE VANDERBILT?

UNIQUE BUSINESS

Over the years, Vanderbilt has built an agile business system that encourages innovation, learning, and growth. We embrace new technology and ideas in an effort to help our advisors grow their businesses in a meaningful way. Whether it’s learning a new program that improves our workflow, infusing gamification into our workplace, or incorporating sustainability into our operations, we are passionate about being a modern pioneer in the financial services industry.

UNIQUE CULTURE

True G.R.I.T.T. comprises the core values at the heart of the Vanderbilt culture.
• Gratitude
• Respect
• Innovation
• Teamwork
• Trustworthiness

These values infuse an entrepreneurial spirit in our workplace – inspiring and celebrating innovative ways of doing business that empowers employees. Under the vision of Chairman Stephen Distante, Vanderbilt’s culture has garnered awards such as being named one of the 2018, 2019 and 2020 Best Places to Work on Long Island, the Albridge Data Quality Award, the Future50 and Corporate Culture Awards from SmartCEO, as well as being recognized as one of the finest run companies by the Management Action Plan (M.A.P.) organization.

UNIQUE ADVANTAGES

• Open Architecture
• Fidelity Clearing & Custody Services
• Easy Access to Management & Back Office
• Full Technology Suite: Docupace, Docusign®, Albridge, Wealthscape
• In-House Bond & Equity Desks, Research & Insights Team
• In-House Graphic Design & Multimedia Services
• Access to Firm-wide 1099 Health Insurance
• Vanderbilt Advisory Services
• Vanderbilt Insurance Services
• No Minimums & No Quotas
• Low Fee Structure
• Experience serving entrepreneurial Advisors like you!

We would love to have the opportunity to meet with you and discuss how we may be able to assist you. We take a very personalized approach with all of our clients and advisors. To best accomplish this, we would like to learn more about you, your goals, and what’s important to you. Click the button below to schedule a consultation with Vanderbilt Financial Group.

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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 | 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.