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David Steven Litras

Vanderbilt Advisory Services

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About David Steven Litras

David Litras is a financial advisor with over 20 years of experience in the industry. David currently works at Vanderbilt Advisory Services in Woodbury, New York and is registered as a Registered Representative (RA) in Florida. David also holds Series 63, 65, 7, and SIE licenses. Prior to joining Vanderbilt Advisory Services, David worked at LPL FINANCIAL LLC, CITIGROUP GLOBAL MARKETS INC., CITICORP INVESTMENT SERVICES, J.P. TURNER & COMPANY, L.L.C., PAULSON INVESTMENT COMPANY, INC., SCHNEIDER SECURITIES, INC., and BILTMORE SECURITIES, INC. David's areas of expertise include financial planning, portfolio management for businesses and individuals.

Firm Information

David Litras 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 Litras’s Registration & Firm History

NY

07/13/2018 - Present

Vanderbilt Advisory Services (WOODBURY NY)

FL

12/19/2007 - 07/20/2018

LPL FINANCIAL LLC (WELLINGTON FL)

NY

05/29/2007 - 12/19/2007

CITIGROUP GLOBAL MARKETS INC. (BROOKLYN NY)

NY

08/12/2003 - 05/29/2007

CITICORP INVESTMENT SERVICES (BROOKLYN NY)

GA

12/12/2000 - 12/31/2002

J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)

OR

01/14/1999 - 12/11/2000

PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)

CO

10/15/1998 - 01/22/1999

SCHNEIDER SECURITIES, INC. (DENVER CO)

FL

07/06/1998 - 07/27/1998

BILTMORE SECURITIES, INC. (FT. LAUDERDALE FL)

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Licenses & Designations

IA

Issued 06/08/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/15/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for David Steven Litras. Review regulatory record here.
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