Stephen
Distante
Vanderbilt Advisory Services
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About this Advisor
Stephen Distante is a financial advisor who works in Woodbury, New York who has 13 years of industry experience. Distante works at Vanderbilt Advisory Services. Their career trajectory has included roles at Vanderbilt Financial Group, Prime Life Agency, Marano, Distante, Crombie, LLC, Vanderbilt Securities, Pfg Investments, LLC Dba Vanderbilt Advisory Services, Sterling Monroe Securities, LLC, Consolidated Portfolio Review Corp, Impactu.Investments, LLC, Vanderbilt Advisory Services and Ark Global. Distante maintains a Series 63 license, qualifying them as a securities agent, and is able to operate in California and New York. Vanderbilt Advisory Services is an advisory business that has its headquarters in Woodbury, NY. It has offices in 19 locations and a total of 103 financial advisors. It oversees $967 million in total assets across its 4,329 accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm advises six charities and foundations. Of its 4,329 customer accounts, just 3% belong to high-net-worth clients who have more than $1 million in assets. Vanderbilt Advisory Services performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely depend on the financial services provided. However, fees charged by Vanderbilt Advisory Services can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vanderbilt Advisory Services Brokerage Details
$966,507,881
103
4,329
$223,264
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Stephen Distante Work History
Stephen has been registered as a financial advisor for 13 years.*
Ark Global
Consolidated Portfolio Review Corp
Sterling Monroe Securities, LLC
Impactu.Investments, LLC
Vanderbilt Financial Group
Vanderbilt Securities
Pfg Investments, LLC Dba Vanderbilt Advisory Services
Vanderbilt Advisory Services
Prime Life Agency
Marano, Distante, Crombie, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephen Distante 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
Woodbury, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
North Reading, MA
Woodbury, NY
Woodbury, NY
Woodbury, NY
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