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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-19-2010
- Office Locations
- 116
Office Locations
About Vanderbilt Advisory Services
Vanderbilt Financial Group (Vanderbilt Advisory Services) provides broker-dealer and RIA support for advisors, pairing a “family office” service model with flexible platform options across traditional and alternative investments plus an insurance division. The firm emphasizes socially and environmentally responsible investing and operates from a LEED Platinum headquarters. A differentiator for transitions is its Vanderbilt Concierge Assistant Program and capped new-advisor onboarding for high-touch support.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANIEL ANTENOR, JR
Chief Happiness Officer, Chief Operations Officer
- CRD
- #5839052
- Ownership
- Less than 5%
STEPHEN ALFRED DISTANTE
Chairman, Chief Executive Officer, Financial Advisor
- CRD
- #2206574
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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LAURA ANN ADAMS
Client Relations Manager & Financial Advisor, Financial Advisor, General Partner
- CRD
- #5822491
WILLIAM T ADAMSKI JR.
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- CRD
- #4266534
Showing 2 of 171 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,936,052,938 | $327,479 |
| Non-Discretionary | $175,620,945 | $314,733 |
| Total | $2,111,673,883 | $326,379 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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