VANDERBILT ADVISORY SERVICES

125 Froehlich Farm Blvd.
Woodbury, New York 11797
Tel: 631-845-5100

About VANDERBILT ADVISORY SERVICES

VANDERBILT ADVISORY SERVICES, formally registered with the SEC as VANDERBILT ADVISORY SERVICES. The firm was established in 10/23/2012. They have over 44 offices throughout the country.

VANDERBILT ADVISORY SERVICES is a Woodbury, New York based Financial Planning firm with nearly $1,620,533,275 assets under management, offering retirement planning & investment advisory services to 6469 clients. The firm is staffed with 132 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	116537
SEC#	801-77166
Assets Managed by Firm	$1,620,533,275
No. of Clients	6469
No. of Advisors	132

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	6469	$1,620,533,275
Individuals (other than high net worth individuals)	6155	$947,719,839
High net worth individuals	282	$655,456,644
Pension and profit sharing plans	Fewer than 5 clients	$380,556
Charitable organizations	5	$917,497
Corporations or other businesses	24	$16,058,739

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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