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David Samuel Schreiber

Vanderbilt Advisory Services

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About David Samuel Schreiber

David Schreiber is a financial advisor with over 20 years of experience in the industry. David is a Certified Financial Planner™ professional, licensed to provide investment advice in Massachusetts and Rhode Island. David is currently associated with Vanderbilt Advisory Services. Previously, David worked with FINANCIAL WEST GROUP, AMERICAN GENERAL SECURITIES INCORPORATED, FRANKLIN FINANCIAL SERVICES CORPORATION and PFS INVESTMENTS INC.

Firm Information

David Schreiber 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 Schreiber’s Registration & Firm History

MA

01/20/2022 - Present

Vanderbilt Advisory Services (Brookline MA)

MA

01/12/2006 - 07/06/2017

FINANCIAL WEST GROUP (Arlington MA)

TX

01/30/2004 - 12/31/2005

AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)

AZ

10/01/2002 - 12/31/2003

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

TX

10/08/2001 - 10/01/2002

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

GA

03/29/2000 - 09/10/2001

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 03/03/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/28/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2006

Series 7 - General Securities Representative Examination

BC

Issued 03/28/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Samuel Schreiber.
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