Gale
Brodie
Vanderbilt Advisory Services
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About this Advisor
Gale Brodie is a financial advisor working in Elk Grove, California with 2 years of relevant experience. Brodie currently works for Vanderbilt Advisory Services. During their career, Brodie has held roles at Metlife Securities, Inc, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, H & R Block, Galt Cpa, Founders Financial Securities, Vanderbilt Securities, LLC and Vanderbilt Advisory Services. Brodie holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in California. Vanderbilt Advisory Services is an advisory company that has its headquarters in Woodbury, NY. The investment advisory business has offices in 19 locations and a total of 103 financial advisors. It oversees $967 million in assets between its 4,329 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm advises six charitable organizations. Of its 4,329 client accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors vary depending on which services are offered. However, fee types charged by Vanderbilt Advisory Services most likely include 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
Gale Brodie Work History
Gale has been registered as a financial advisor for 2 years.*
Vanderbilt Securities, LLC
Vanderbilt Advisory Services
Founders Financial Securities
Galt Cpa
H & R Block
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
Metlife Securities, 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 Gale Brodie 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
North Reading, MA
Woodbury, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
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