Kerim
Tulun
Vanderbilt Advisory Services
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About this Advisor
Kerim Tulun is a financial advisor based in Warwick, New York, working with Vanderbilt Advisory Services. Kerim has previously held positions at UBS Financial Services Inc, Vanderbilt Securities, LLC, and Vanderbilt Advisory Services. Kerim has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Kerim is part of Vanderbilt Advisory Services, which operates out of Warwick, 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
Services Offered
Fee Structure
Office Location
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Vanderbilt Advisory Services Brokerage Details
$1,103,544,071
107
5,069
$217,704
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Kerim Tulun Work History
Vanderbilt Securities, LLC
Vanderbilt Advisory Services
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Kerim Tulun 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
Warwick, NY
Woodbury, NY
Brookline, MA
Woodbury, NY
Hudson, MA
Woodbury, NY
Woodbury, NY
Carle Place, 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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