Jeremy
Brown
Vanderbilt Advisory Services
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About this Advisor
Jeremy Brown is a financial advisor who works out of Woodbury, New York with 4 years of relevant experience. Brown currently works for Vanderbilt Advisory Services. The advisor has gained experience at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Maeder Wealth Group, Atomic Boxing, City Of Carson, Vanderbilt Securities, LLC and Vanderbilt Advisory Services. Brown holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in California and Texas. Vanderbilt Advisory Services is an advisory company headquartered in Woodbury, NY. The investment advisory business has offices in 19 locations and a total of 103 people on staff. It controls $967 million in assets under management across its 4,329 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm serves six charities and foundations. Of its 4,329 client accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Vanderbilt Advisory Services has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees typically vary depending on which services are provided. Fee types billed by Vanderbilt Advisory Services may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vanderbilt Advisory Services Brokerage Details
$966,507,881
103
4,329
$223,264
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jeremy Brown Work History
Jeremy has been registered as a financial advisor for 4 years.*
Vanderbilt Securities, LLC
Vanderbilt Advisory Services
Atomic Boxing
Atomic Boxing
City Of Carson
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Maeder Wealth Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeremy Brown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vanderbilt Advisory Services
Woodbury, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
North Reading, MA
Woodbury, NY
Woodbury, NY
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