Frank
Zukowski

Vanderbilt Advisory Services

CRD#2096843
Investment Advisor
in Woodbury, NY

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About this Advisor

Frank Zukowski is a financial advisor based in Woodbury, New York, working with Vanderbilt Advisory Services. Frank has previously held positions at Quasar Distributors, LLC, Guinness Atkinson Asset Mgmt, Foreside Fund Services, LLC, Job Hunter, and Ark Global LLC. Frank has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey. Currently, Frank is part of Vanderbilt Advisory Services, which operates out of Woodbury, New York. The firm has 25 offices and 107 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Vanderbilt Advisory Services includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

$1,103,544,071

NY Average: $7,464,549,021
Total Number of Employees

107

NY Average: 88
Total Number of Accounts

5,069

NY Average: 3,892
Average Account Size

$217,704

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

Frank Zukowski Work History

2018 - Present (6 years)

Ark Global LLC

2017 - 2018 (1 year)

Job Hunter

2016 - 2017 (1 year)

Foreside Fund Services, LLC

2013 - 2016 (3 years)

Quasar Distributors, LLC

2013 - 2017 (4 years)

Guinness Atkinson Asset Mgmt

Disclosures

Please visit the SEC profile of Frank Zukowski 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

Gregory Mistovich
Hudson, MA
Yonatan Schreiber
Brookline, MA
Ruth Arriaza
Woodbury, NY
Kerim Tulun
Warwick, NY
Thomas Kelly
Woodbury, NY
Hillary Brevig
Woodbury, NY
Frank Zukowski
Woodbury, NY
Donna Norian
Woodbury, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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