Scott
Kadish
Vanderbilt Advisory Services
Answer a few questions and
get matched with an advisor.
About this Advisor
Scott Kadish is a certified financial planner who works out of Newton Center, Massachusetts with a total of 1 year of relevant experience. Kadish is an advisor for Vanderbilt Advisory Services. The advisor has gained experience at Vanderbilt Securities, LLC, Vanderbilt Advisory Services, Robert Hurst Cpa Pc, Bank Of America, N.A and Merrill Lynch, Pierce, Fenner & Smith Inc. Kadish maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to advise clients in Massachusetts. Vanderbilt Advisory Services is an advisory business operating out of Woodbury, NY. It has offices in 19 locations and a total of 103 people on staff. It handles $967 million in assets under management among its 4,329 accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm provides services to six charities and foundations. Of its 4,329 accounts, just 3% are held by high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees are based on the services provided. However, fees charged by Vanderbilt Advisory Services most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Scott Kadish Work History
Scott has been registered as a financial advisor for 1 years.*
Vanderbilt Securities, LLC
Vanderbilt Advisory Services
Robert Hurst Cpa Pc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith 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 Scott Kadish 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
Woodbury, NY
North Reading, MA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
