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 who works out of Woodbury, New York. Zukowski works at Vanderbilt Advisory Services. Throughout their career, they have worked at Quasar Distributors, LLC, Guinness Atkinson Asset Mgmt, Foreside Fund Services, LLC, Job Hunter and Ark Global LLC. Zukowski has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to work in New Jersey. Vanderbilt Advisory Services is a financial advisory firm that has its headquarters in Woodbury, NY. The investment advisory business has offices in 19 locations and a total of 103 advisors. It handles $967 million in assets under management across its 4,329 client accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm advises 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 investable assets. Vanderbilt Advisory Services has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services typically are based on which services are offered. Fees billed by Vanderbilt Advisory Services most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

Frank Zukowski Work History

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

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

*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 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

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