Michelle
Thomas

Vanderbilt Advisory Services

CRD#2210435
Investment Advisor
in Woodbury, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michelle Thomas is a financial advisor based in Woodbury, New York, working with Vanderbilt Advisory Services. Michelle has previously held positions at Fire Prevention Services, Wbb Securities, C.P. Richards Signs, Vanderbilt Securities, LLC, Allied Millennial Partners, Millennial Advisers, Vanderbilt Securities LLC, Vanderbilt Advisory Services, Impactu.Investments, LLC, Consolidated Portfolio Review Corp, Lightpath Capital, Inc, Consolidated Portfolio Review, and Ark Global. Michelle has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Michelle 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 63, 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

125 Froehlich Farm Blvd.
Woodbury, NY 11797

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Michelle Thomas Work History

2024 - Present (0 year)

Vanderbilt Securities, LLC

2024 - Present (0 year)

Vanderbilt Advisory Services

2024 - Present (0 year)

Consolidated Portfolio Review

2024 - Present (0 year)

Impactu.Investments, LLC

2024 - Present (0 year)

Ark Global

2022 - Present (2 years)

Wbb Securities

2022 - 2023 (1 year)

Lightpath Capital, Inc

2021 - 2022 (1 year)

Impactu.Investments, LLC

2021 - 2023 (2 years)

Consolidated Portfolio Review Corp

2020 - 2020 (< 1 year)

Allied Millennial Partners

2020 - 2020 (< 1 year)

Millennial Advisers

2020 - 2023 (3 years)

Vanderbilt Securities LLC

2020 - 2023 (3 years)

Vanderbilt Advisory Services

2013 - 2022 (9 years)

Wbb Securities

2010 - 2016 (6 years)

Fire Prevention Services

2003 - 2016 (13 years)

C.P. Richards Signs

Disclosures

Please visit the SEC profile of Michelle Thomas 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
Hillary Brevig
Woodbury, NY
Yonatan Schreiber
Brookline, MA
Thomas Kelly
Woodbury, NY
Ruth Arriaza
Woodbury, NY
Kerim Tulun
Warwick, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started