Sam
Kodari
Vanderbilt Advisory Services
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About this Advisor
Sam Kodari is a financial advisor based out of Woodbury, New York with 5 years of industry experience. Kodari is an advisor for Vanderbilt Advisory Services. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, Signator Investors, Inc and Vanderbilt Securities, LLC. Kodari has a Series 63 license, qualifying them as a securities agent, and is able to serve investors in Texas. Vanderbilt Advisory Services is a registered investment firm operating out of Woodbury, NY. The firm has offices in 19 locations and a total of 103 employees. It handles $967 million in assets among its 4,329 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm advises six charitable organizations. Of its 4,329 customer accounts, just 3% are held by high-net-worth individuals who have at least $1 million in investable assets. The business offers 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 are based on which service is offered. However, fees charged by Vanderbilt Advisory Services likely consist 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
Sam Kodari Work History
Sam has been registered as a financial advisor for 5 years.*
Vanderbilt Securities, LLC
Signator Investors, Inc
Transamerica Financial Advisors, Inc
*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 Sam Kodari 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
North Reading, MA
Woodbury, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
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