Joseph
Giordano

Vanderbilt Advisory Services

CRD#5909799
Investment Advisor
in Woodbury, NY

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About this Advisor

Joseph Giordano is a financial advisor based in Woodbury, New York, working with Vanderbilt Advisory Services. Joseph has previously held positions at Majors Steakhouse, Mass Mutual Life Insurance Company, Mml Investors Services, and Vanderbilt Securities, LLC. Joseph has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Joseph 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 66, Series 63

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

Joseph Giordano Work History

2016 - Present (8 years)

Vanderbilt Securities, LLC

2013 - 2016 (3 years)

Mass Mutual Life Insurance Company

2013 - 2016 (3 years)

Mml Investors Services

2006 - 2016 (10 years)

Majors Steakhouse

Disclosures

Please visit the SEC profile of Joseph Giordano 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

Yonatan Schreiber
Brookline, MA
Hillary Brevig
Woodbury, NY
Ruth Arriaza
Woodbury, NY
Thomas Kelly
Woodbury, NY
Gregory Mistovich
Hudson, MA
Kerim Tulun
Warwick, NY
Theresa Timmerman
North Reading, MA
Daniel Nelson
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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