AS AN ENTREPRENEURIAL ADVISOR, YOU HAVE A CHOICE. WHY CHOOSE VANDERBILT?
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.
True G.R.I.T.T. comprises the core values at the heart of the Vanderbilt culture.
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.
• 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.