Why Vanderbilt?
At Vanderbilt, we are committed to being the platform of choice for entrepreneurial minded, independent Advisors.
We welcome advisors and clients to come visit us, to speak with our team and to learn more about what makes Vanderbilt such a unique community.
Vanderbilt is committed to helping financial advisors develop their businesses on their own terms. Through our collaborative community, we seek to ensure maximum flexibility for advisors as they define their path. What business flexibility do you desire?
The Vanderbilt team has more than 80 years of collective investment management, equity trading and execution experience. Our planning and investment platform is robust, offering advisors depth of product and planning tools designed to bring the latest innovations to clients.
With a diverse advisor community of more than 200 unique advisors and growing, Vanderbilt has the experience and processes in place to assist advisors in finding the right solutions and streamlining processes and paperwork to maximize business efficiency.
A collaborative atmosphere ensures that teamwork is a core attribute of Vanderbilt's transition support services. We are committed to ensuring a smooth transition and working with advisors to maximize their businesses on their own terms.
Making a move is a big undertaking. That’s why we’ve created an electronic transition process that makes it quick, easy and environmentally-friendly. At Vanderbilt, advisors will enjoy:
At Vanderbilt, we strive to provide a unique experience to our advisors and clients. Our commitment to GRITT and to making the future brighter through collaboration, culture and ingenuity is demonstrated throughout our organization.
When advisors and clients experience Vanderbilt for the first time, they are blown away by the difference. This difference is by design. We aim to be a leader in disruptive finance, maximizing flexibility, creating opportunities and ultimately impacting the future. Here are the most frequently asked questions we receive:
Each month, we limit the number of new advisors we add to the team to ensure you receive the highest level of individual care and attention. Each new advisor is assigned an onboarding manager who plans and organizes your entire transition, allowing you more time to meet with your clients to discuss the account transfer process in a timely and stress-free fashion.
Our customized process ensures the highest level of customer service throughout your onboarding process to create a smooth, seamless, and comfortable experience. We pride ourselves on providing world-class service with a family office feel.
Making a move is a big undertaking. That’s why we’ve created an electronic transition process that makes it quick, easy, and environmentally friendly.
Yes, and in addition we have our own full service RIA from Vanderbilt Advisory Services with over 400 SMA Managers to choose from.
Vanderbilt offers a robust platform which includes multiple clearing options, an insurance division, alternative and traditional investments. To receive a comprehensive guide to Vanderbilt Financial Group contact us.
GRITT stands for Gratitude, Respect, Innovation, Teamwork, Trustworthiness. They are our core values and guiding principles. Learn more about our culture of GRITT here.
We love this question as Vanderbilt truly cares about building a community of collaboration and engagement. This is not something we see in the industry at large, and a cornerstone of how we engage internally and externally. We would welcome a conversation to show you how we engage, and can even connect you with some of our advisors.
Vanderbilt limits the number of new advisors added to the team each month to ensure the highest level of individual care and attention.
Each new advisor is assigned an onboarding manager who plans and organizes the entire transition, allowing you more time to meet with your clients to discuss the account transfer process in a timely and stress-free fashion.
Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments.
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions and Charles Schwab. Insurance Services offered through Vanderbilt Insurance and other agencies. For additional information on services, disclosures, fees, and conflicts of interest, please visit Important Disclosures | Privacy Policy | SEC Rule 606 | Public BCP
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This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by third parties to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
