Thomas
Kelly
Vanderbilt Advisory Services
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About this Advisor
Thomas Kelly is a financial advisor based in Woodbury, New York, working with Vanderbilt Advisory Services. Thomas has previously held positions at Valic Financial Advisors, Inc, American Portfolios Financial Services, Inc, Guardian Life Insurance Co Of America, Park Avenue Securities, LLC, and Vanderbilt Financial Group. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Thomas 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
Thomas Kelly Work History
Vanderbilt Financial Group
Guardian Life Insurance Co Of America
Park Avenue Securities, LLC
American Portfolios Financial Services, Inc
Valic Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Thomas Kelly 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
Hudson, MA
Warwick, NY
Woodbury, NY
Woodbury, NY
Brookline, MA
Woodbury, NY
Woodbury, NY
Carle Place, NY
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