Laura
Adams

Vanderbilt Advisory Services

CRD#5822491
Investment Advisor
in Fayetteville, NY

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About this Advisor

Laura Adams is a financial advisor based in Fayetteville, New York, working with Vanderbilt Advisory Services. Laura has previously held positions at Cadaret, Grant & Co., Inc, Hansen's Advisory Services Inc, Vanderbilt Securities, LLC, and Vanderbilt Advisory Services. Laura has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Laura is part of Vanderbilt Advisory Services, which operates out of Fayetteville, 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

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

7067 E. Genesee Street
Fayetteville, NY 13066

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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

Laura Adams Work History

2023 - Present (1 year)

Vanderbilt Advisory Services

2021 - Present (3 years)

Vanderbilt Securities, LLC

2010 - Present (14 years)

Hansen'S Advisory Services Inc

2010 - 2021 (11 years)

Cadaret, Grant & Co., Inc

Disclosures

Please visit the SEC profile of Laura Adams 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
Kerim Tulun
Warwick, NY
Hillary Brevig
Woodbury, NY
Thomas Kelly
Woodbury, NY
Yonatan Schreiber
Brookline, MA
Ruth Arriaza
Woodbury, NY
Erik Hayden
Woodbury, NY
Christopher Wolfe
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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