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David Way

Vanderbilt Advisory Services

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About David Way

David Way is a registered investment advisor representative with Vanderbilt Advisory Services. David is licensed to provide investment advice in Massachusetts and Rhode Island. He has been working in the securities industry since November 4, 2020. David holds Series 66, Series 7TO, and SIE licenses. David Way specializes in providing financial planning, portfolio management for individuals and portfolio management for businesses. David also provides services for insurance companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth.

Firm Information

David Way 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 Way’s Registration & Firm History

NY

01/07/2022 - Present

Vanderbilt Advisory Services (WOODBURY NY)

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Licenses & Designations

BOTH

Issued 12/31/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/04/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/11/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Way.
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