linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Dean M Cress

Vanderbilt Advisory Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dean? Claim Your Profile

About Dean M Cress

Dean Cress is a financial advisor based in Los Angeles, CA. Dean has been in the industry since October 2017 and is currently registered with Vanderbilt Advisory Services. Dean has been providing financial advice for over 6 years and has a wide range of experience in the financial industry. Dean has a strong track record of success in helping clients achieve their financial goals. Dean offers a variety of financial services, including financial planning, portfolio management for individuals and businesses. Dean is committed to providing personalized financial advice and working closely with clients to help them achieve their financial goals. Dean is a graduate of the University of California, Los Angeles.

Firm Information

Dean Cress 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dean Cress’s Registration & Firm History

CA

01/05/2024 - Present

Vanderbilt Advisory Services (Los Angeles CA)

CA

10/25/2017 - 12/18/2023

TRANSAMERICA FINANCIAL ADVISORS, INC (WOODLAND HILLS CA)

Not sure if Dean M Cress is right for you?

Licenses & Designations

IA

Issued 12/18/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/20/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dean M Cress.
Not sure if Dean M Cress is right for you?