Gregory
Mistovich
Vanderbilt Advisory Services
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About this Advisor
Gregory Mistovich is a financial advisor based in Hudson, Massachusetts who has 7 years of industry experience. Mistovich is an advisor for Vanderbilt Advisory Services. Their career trajectory has included roles at Oppenheimer & Co, Bishop, Rosen & Co, Vanderbilt Securities, LLC and Vanderbilt Advisory Services. Mistovich has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Massachusetts. Vanderbilt Advisory Services is an advisory firm based out of Woodbury, NY. It has offices in 19 locations and a total of 103 advisors. It administers $967 million in assets under management among its 4,329 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm serves six charities and foundations. Of its 4,329 client accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules typically are based on which services the firm provides the client. Fee types charged by Vanderbilt Advisory Services most likely consist 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
Gregory Mistovich Work History
Gregory has been registered as a financial advisor for 7 years.*
Vanderbilt Securities, LLC
Vanderbilt Advisory Services
Bishop, Rosen & Co
Oppenheimer & Co
*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 Gregory Mistovich 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
Woodbury, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
North Reading, MA
Woodbury, NY
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