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Christopher James Wolfe

Vanderbilt Advisory Services

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About Christopher James Wolfe

Christopher Wolfe is a Registered Representative with Vanderbilt Advisory Services, an investment advisor firm registered with the SEC. Christopher has been in the securities industry since 2000. Christopher is currently licensed in 12 states. Vanderbilt Advisory Services has offices in Carle Place and Woodbury, New York. Christopher is a financial advisor and manages client portfolios.

Firm Information

Christopher Wolfe 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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Christopher Wolfe’s Registration & Firm History

NY

12/04/2023 - Present

Vanderbilt Advisory Services (Carle Place NY)

NY

04/28/2017 - 12/05/2023

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Carle Place NY)

NY

03/31/2011 - 05/03/2017

PARK AVENUE SECURITIES LLC (WESTBURY NY)

NY

06/28/2005 - 03/30/2011

MML INVESTORS SERVICES, LLC (GLEN HEAD NY)

NY

11/30/2000 - 07/12/2005

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/16/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Christopher James Wolfe. Review regulatory record here.
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