Michelle
Malacinski

Vanderbilt Advisory Services

CRD#5306077
Investment Advisor
in Woodbury, NY

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About this Advisor

Michelle Malacinski is a financial advisor working out of Woodbury, New York, with 3 years of relevant experience. Malacinski is on the advisory team at Vanderbilt Advisory Services. During their career, the advisor has held roles at Trustmont Financial Group, Inc, Trustmont Advisory Group, Inc, The Prudential Insurance Company Of America, Pruco Securities, LLC, Vanderbilt Securities, LLC and Vanderbilt Advisory Services. Malacinski maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Vanderbilt Advisory Services is a financial advisory company based out of Woodbury, NY. The company has offices in 19 locations and a total of 103 employees. It administers $967 million in assets across its 4,329 accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm serves six charities and foundations. Of its 4,329 client accounts, just 3% belong to high-net-worth clients who have greater than $1 million in investable assets. Vanderbilt Advisory Services offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules usually are based on which service is offered. Fee types charged by Vanderbilt Advisory Services may include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

Michelle Malacinski Work History

Michelle has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Vanderbilt Securities, LLC

2019 - Present (5 years)

Vanderbilt Advisory Services

2017 - 2019 (2 years)

The Prudential Insurance Company Of America

2017 - 2019 (2 years)

Pruco Securities, LLC

2010 - 2017 (7 years)

Trustmont Financial Group, Inc

2010 - 2017 (7 years)

Trustmont Advisory Group, Inc

*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 Michelle Malacinski 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

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