Hillary
Brevig

Vanderbilt Advisory Services

CRD#7014848
Investment Advisor
in Woodbury, NY

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About this Advisor

Hillary Brevig is a financial advisor operating out of Woodbury, New York with a total of 2 years of industry experience. Brevig currently works for Vanderbilt Advisory Services. During their career, Brevig has held roles at Summit Advisors Nw, LLC, Old Navy, Kmart, University Of Pittsburgh, Vanderbilt Securities, LLC, Consolidated Portfolio Review Corp and Vanderbilt Advisory Services. Brevig maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Oregon and Texas. Vanderbilt Advisory Services is a financial advisory company that has its headquarters in Woodbury, NY. It has offices in 19 locations and a total of 103 advisors. It has $967 million in assets among its 4,329 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm advises six charities and foundations. Of its 4,329 client accounts, just 3% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business performs a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice largely vary depending on the financial services offered. However, fees billed by Vanderbilt Advisory Services likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

125 Froehlich Farm Blvd.
Woodbury, NY 11797

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Vanderbilt Advisory Services Brokerage Details

Total Assets Under Management

$966,507,881

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

103

NY Average: 88
Total Number of Accounts

4,329

NY Average: 3,892
Average Account Size

$223,264

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

Hillary Brevig Work History

Hillary has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Vanderbilt Advisory Services

2020 - Present (4 years)

Vanderbilt Securities, LLC

2020 - 2021 (1 year)

Consolidated Portfolio Review Corp

2018 - 2021 (3 years)

Summit Advisors Nw, LLC

2016 - 2018 (2 years)

Old Navy

2016 - 2016 (< 1 year)

Kmart

2014 - 2016 (2 years)

Kmart

2008 - 2014 (6 years)

University Of Pittsburgh

*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 Hillary Brevig 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

Max Mintz
Woodbury, NY
Donna Norian
Woodbury, NY
Theresa Timmerman
North Reading, MA
Erik Hayden
Woodbury, NY
Dana Brandes
Woodbury, NY
Frank Zukowski
Woodbury, NY
Philip Scholler
Woodbury, NY
Simon Chung
Woodbury, NY

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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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.

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