Vanderbilt Advisory Services
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About this Advisor
Marissa Otte is an advisor who works in New York, New York. Currently an advisor with Vanderbilt Advisory Services, they have accrued 16 years of work experience as a financial advisor. Otte has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Otte is able to work with customers based out of Connecticut, New Jersey and Florida. Their career trajectory has included roles at Principal Life Insurance Company, Princor Financial Services Corporation, Mbo Capital Strategies, Stout Risius Ross, LLC, Vanderbilt Securities, LLC and Stout Risius Ross Advisors, LLC. Vanderbilt Advisory Services is based out of New York, New York. As a company, Vanderbilt Advisory Services oversees $190 million in assets dispersed across 1,134 client accounts and retains more than 68 people. The level of assets currently under the firm's management places it among the mid-sized firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 4% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Vanderbilt Advisory Services can offer financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Vanderbilt Advisory Services Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Marissa Otte Work History
Marissa has 16 years of experience.
Stout Risius Ross, LLC
Stout Risius Ross Advisors, LLC
Vanderbilt Securities, LLC
Mbo Capital Strategies
Principal Life Insurance Company
Princor Financial Services Corporation
Marissa Otte has no disclosures.
Please visit their SEC profile for more details.