Jack
Chite
Vanderbilt Advisory Services
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About this Advisor
Jack Chite is a certified financial planner operating in Patchogue, New York with a total of 2 years of relevant experience. Chite currently works for Vanderbilt Advisory Services. Over the course of their career, Chite has held roles at Self Employed Agent, Vanderbilt Advisory Services, Vanderbilt Securities, LLC and J. Ch Ite & Associates, Inc (Self Employ. Chite has a Series 63 license, certifying them as a securities broker, and is able to advise clients in New York and South Carolina. Vanderbilt Advisory Services is a registered investment firm based out of Woodbury, NY. The investment advisory business has offices in 19 locations and a total of 103 people on staff. It oversees $967 million in assets across its 4,329 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm serves six charities and foundations. Of its 4,329 accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The company provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services usually depend on which services are offered. However, fees billed by Vanderbilt Advisory Services most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vanderbilt Advisory Services Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$966,507,881
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
103
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
4,329
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$223,264
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jack Chite Work History
Jack has been registered as a financial advisor for 2 years.*
Vanderbilt Advisory Services
Vanderbilt Securities, LLC
J. Ch Ite & Associates, Inc (Self Employ
Self Employed Agent
*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 Jack Chite 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
North Reading, MA
Woodbury, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
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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