David
Laliberte
Vanderbilt Advisory Services
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About this Advisor
David Laliberte is a financial advisor based out of Hudson, Massachusetts with a total of 7 years of industry experience. Laliberte currently works for Vanderbilt Advisory Services. Over the course of their career, they have held roles at Vanderbilt Advisory Services, Bishop Rosen & Co., Inc and Vanderbilt Securities, LLC. Laliberte holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts. Vanderbilt Advisory Services is a registered investment firm operating out of Woodbury, NY. The investment advisory business has offices in 19 locations and a total of 103 employees. It controls $967 million in total assets between its 4,329 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm provides services to six charitable organizations. Of its 4,329 client accounts, just 3% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Vanderbilt Advisory Services has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees usually vary depending on which service is provided. Fee types billed by Vanderbilt Advisory Services likely are comprised 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
David Laliberte Work History
David has been registered as a financial advisor for 7 years.*
Vanderbilt Advisory Services
Vanderbilt Securities, LLC
Bishop Rosen & Co., 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 David Laliberte 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
North Reading, MA
Woodbury, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
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