Milan
Madhani
Vanderbilt Advisory Services
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About this Advisor
Milan Madhani is a financial advisor who works in Lombard, Illinois who has 3 years of relevant experience. Madhani is on the advisory team at Vanderbilt Advisory Services. Throughout their career, they have worked at Vimlan Tax Services LLC, H.D. Vest Investment Services, Shree Nilkanth LLC, Hd Vest Advisory Services, Hd Vest Insurance Agency Inc, Vanderbilt Securities, LLC and Vanderbilt Advisory Services. Madhani maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to operate in Illinois and Texas. Vanderbilt Advisory Services is an advisory company operating out of Woodbury, NY. The company has offices in 19 locations and a total of 103 financial advisors. It has $967 million in total assets among its 4,329 client accounts, making it one of the bigger firms in the country by assets under management. The firm advises six charities and foundations. Of its 4,329 accounts, just 3% are held by high-net-worth individuals who have more than $1 million in assets available to invest. 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. Financial advisory fees typically are based on which services the firm provides the client. Fee types billed by Vanderbilt Advisory Services most likely include some blend of 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
Milan Madhani Work History
Milan has been registered as a financial advisor for 3 years.*
Vanderbilt Securities, LLC
Vanderbilt Advisory Services
Vimlan Tax Services LLC
Hd Vest Insurance Agency Inc
Hd Vest Insurance Agency Inc
Hd Vest Advisory Services
H.D. Vest Investment Services
Shree Nilkanth LLC
*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 Milan Madhani 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
North Reading, MA
Woodbury, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
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