Eric
Rabaskas

Vanderbilt Advisory Services

CRD#1698023
Investment Advisor
in Woodbury, NY

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About this Advisor

Eric Rabaskas is a financial advisor based out of Woodbury, New York with a total of 2 years of relevant experience. Rabaskas is currently employed by Vanderbilt Advisory Services. Over the course of their career, Rabaskas has held roles at Source Capital Group, Westport Capital Markets LLC, Vanderbilt Securities, LLC and Vanderbilt Advisory Services. Rabaskas holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Connecticut and Texas. Vanderbilt Advisory Services is an advisory firm operating out of Woodbury, NY. It has offices in 19 locations and a total of 103 people on staff. It oversees $967 million in assets between its 4,329 client accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm advises six charities and foundations. Of its 4,329 client accounts, just 3% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees usually vary depending on which services the firm provides the client. However, fee types billed by Vanderbilt Advisory Services likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

125 Froehlich Farm Blvd.
Woodbury, NY 11797

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Vanderbilt Advisory Services Brokerage Details

Total Assets Under Management

$966,507,881

NY Average: $7,464,549,021
Total Number of Employees

103

NY Average: 88
Total Number of Accounts

4,329

NY Average: 3,892
Average Account Size

$223,264

NY Average: $1,917,921

Investment Advisory Services

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

Eric Rabaskas Work History

Eric has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Vanderbilt Securities, LLC

2021 - Present (3 years)

Vanderbilt Advisory Services

2017 - Present (7 years)

Westport Capital Markets LLC

2009 - 2017 (8 years)

Source Capital 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 Eric Rabaskas 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

Erik Hayden
Woodbury, NY
Dana Brandes
Woodbury, NY
Donna Norian
Woodbury, NY
Frank Zukowski
Woodbury, NY
Max Mintz
Woodbury, NY
Theresa Timmerman
North Reading, MA
Philip Scholler
Woodbury, NY
Simon Chung
Woodbury, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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