Vanderbilt Advisory Services

Investment Advisor
in New York, NY
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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

Series 66

Years of Experience

16 years

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

New York, NY

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Vanderbilt Advisory Services Brokerage Details

Total Assets Under Management


NY Average: $7,464,549,021
Total Number of Employees


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


NY Average: $1,917,921

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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.

2018 - Present (1 year)

Stout Risius Ross, LLC

2018 - Present (1 year)

Stout Risius Ross Advisors, LLC

2017 - Present (2 years)

Vanderbilt Securities, LLC

2012 - Present (7 years)

Mbo Capital Strategies

2002 - 2010 (8 years)

Principal Life Insurance Company

2002 - 2017 (15 years)

Princor Financial Services Corporation


Marissa Otte has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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