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David Richard Laliberte

Vanderbilt Advisory Services

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About David Richard Laliberte

David Richard Laliberte is a financial advisor with Vanderbilt Advisory Services. David has been in the industry since February 6, 1999. David holds a Series 7, Series 24, Series 63, and Series 65. David provides financial planning and portfolio management services to individuals and businesses. David is also the owner of DRL Invest Insure, a sole proprietorship that provides annuity and life insurance sales.

Firm Information

David Laliberte 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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David Laliberte’s Registration & Firm History

MA

07/14/2016 - Present

Vanderbilt Advisory Services (HUDSON MA)

MA

07/07/2006 - 05/20/2016

BISHOP, ROSEN & CO., INC. (HUDSON MA)

NY

09/14/2004 - 07/18/2006

JESUP & LAMONT SECURITIES CORP (NEW YORK NY)

MA

06/11/1999 - 09/17/2004

KIMBALL & CROSS INVESTMENT MANAGEMENT CORP. (BOSTON MA)

NY

10/16/1998 - 02/16/1999

LADENBURG, THALMANN & CO., INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/30/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/23/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/10/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Richard Laliberte. Review regulatory record here.
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