Frankie
Brin

Vanderbilt Advisory Services

CRD#2555473
Investment Advisor
in Fruitland Park, FL

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About this Advisor

Frankie Brin is a financial advisor based in Fruitland Park, Florida, working with Vanderbilt Advisory Services. Frankie has previously held positions at Ing Financial Partners, Inc, Investacorp Inc, Investacorp Advisory Services, International Assets Advisory, Vanderbilt Securities, LLC, and Vanderbilt Advisory Services. Frankie has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Frankie is part of Vanderbilt Advisory Services, which operates out of Fruitland Park, Florida. The firm has 25 offices and 107 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Vanderbilt Advisory Services includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

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

3261 Us Highway 441, Building D1
Fruitland Park, FL 34731

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Vanderbilt Advisory Services Brokerage Details

Total Assets Under Management

$1,103,544,071

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

107

FL Average: 88
Total Number of Accounts

5,069

FL Average: 3,892
Average Account Size

$217,704

FL 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

Frankie Brin Work History

2023 - Present (1 year)

Vanderbilt Securities, LLC

2023 - Present (1 year)

Vanderbilt Advisory Services

2015 - 2023 (8 years)

International Assets Advisory

2014 - 2015 (1 year)

Investacorp Inc

2014 - 2015 (1 year)

Investacorp Advisory Services

2013 - 2014 (1 year)

Ing Financial Partners, Inc

Disclosures

Please visit the SEC profile of Frankie Brin 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

Yonatan Schreiber
Brookline, MA
Hillary Brevig
Woodbury, NY
Kerim Tulun
Warwick, NY
Thomas Kelly
Woodbury, NY
Ruth Arriaza
Woodbury, NY
Gregory Mistovich
Hudson, MA
David Way
Woodbury, NY
Brian Gardiner
Woodbury, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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