Aaron
Delsignore

Vanderbilt Advisory Services

CRD#3211462
Investment Advisor
in Woodbury, NY

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About this Advisor

Aaron Delsignore is a financial advisor operating out of Woodbury, New York. Delsignore currently works for Vanderbilt Advisory Services. The advisor has gained experience at Kestra Advisory Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Stifel Nicolaus & Co Inc and Kestra Investment Services, LLC. Delsignore holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Nevada and Texas. Vanderbilt Advisory Services is a registered investment business that has its headquarters in Woodbury, NY. The investment advisory business has offices in 19 locations and a total of 103 employees. It manages $967 million in assets across its 4,329 customer accounts, placing it among the bigger firms in the country by assets under management. The firm serves six charitable organizations. Of its 4,329 customer accounts, just 3% are held by high-net-worth clients who have at least $1 million in investable assets. The business performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules typically vary depending on which services are offered. Fees charged by Vanderbilt Advisory Services may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

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

Aaron Delsignore Work History

Aaron has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

Kestra Advisory Services, LLC

2021 - Present (3 years)

Kestra Investment Services, LLC

2021 - 2021 (< 1 year)

Stifel Nicolaus & Co Inc

2012 - 2021 (9 years)

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 Aaron Delsignore 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

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