Erik
Hayden

Vanderbilt Advisory Services

CRD#6392083
Investment Advisor
in Woodbury, NY

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About this Advisor

Erik Hayden is a financial advisor working in Woodbury, New York with a total of 3 years of relevant experience. Hayden is on the advisory team at Vanderbilt Advisory Services. During their career, Hayden has held roles at Actors Federal Credit Union, Morgan Stanley, Morgan Stanley Private Bank, National Association, Vanderbilt Securities, LLC and Vanderbilt Advisory Services. Hayden maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Connecticut and Texas. Vanderbilt Advisory Services is a registered investment company based out of Woodbury, NY. The firm has offices in 19 locations and a total of 103 advisors. It oversees $967 million in total assets among its 4,329 customer accounts, placing it among the bigger firms in the United States by assets under management. The firm serves six charitable organizations. Of its 4,329 customer accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services largely depend on which services the firm provides the client. However, fee types charged by Vanderbilt Advisory Services likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

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

Erik Hayden Work History

Erik has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Vanderbilt Securities, LLC

2019 - Present (5 years)

Vanderbilt Advisory Services

2015 - 2019 (4 years)

Morgan Stanley Private Bank, National Association

2014 - 2019 (5 years)

Morgan Stanley

2013 - 2015 (2 years)

Actors Federal Credit Union

*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 Erik Hayden 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

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