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Adam Woolston

Vanderbilt Advisory Services

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About Adam Woolston

Adam Woolston is a financial advisor at Vanderbilt Advisory Services, a firm with over $1 billion in assets under management. Adam has been in the financial industry for over 10 years and specializes in financial planning, portfolio management for businesses and individuals. Adam is registered with the states of Nevada, Texas, and Utah.

Firm Information

Adam Woolston is currently registered with Vanderbilt Advisory Services. Vanderbilt Advisory Services is an investment advisory firm headquartered in Woodbury, New York. They provide financial planning, portfolio management for individuals and businesses, and have over $1 billion to $10 billion in assets under management. They serve a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
Vanderbilt Advisory Services

125 FROEHLICH FARM BLVD.

WOODBURY, NY 11797

$1.62B

Assets Under Management

64

Total Clients

123

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Woolston’s Registration & Firm History

UT

07/25/2024 - Present

Vanderbilt Advisory Services (Fruit Heights, UT)

UT

03/19/2024 - 07/25/2024

PARK AVENUE SECURITIES LLC (MURRAY UT)

UT

02/16/2022 - 01/09/2024

WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)

UT

07/26/2019 - 12/04/2020

E*TRADE SECURITIES LLC (SANDY UT)

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Licenses & Designations

BOTH

Issued 03/27/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/05/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/28/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Woolston.
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