Michelle
Thomas
Vanderbilt Advisory Services
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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
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
Michelle Thomas Work History
Vanderbilt Securities, LLC
Vanderbilt Advisory Services
Consolidated Portfolio Review
Impactu.Investments, LLC
Ark Global
Wbb Securities
Lightpath Capital, Inc
Impactu.Investments, LLC
Consolidated Portfolio Review Corp
Allied Millennial Partners
Millennial Advisers
Vanderbilt Securities LLC
Vanderbilt Advisory Services
Wbb Securities
Fire Prevention Services
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
Brookline, MA
Woodbury, NY
Woodbury, NY
Woodbury, NY
Hudson, MA
Warwick, NY
North Reading, MA
Woodbury, NY
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