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Diana C. Palmieri

Vanderbilt Advisory Services

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About Diana C. Palmieri

Diana C. Palmieri is a financial advisor at Vanderbilt Advisory Services. Diana has been in the financial services industry since 2007. Diana has a broad range of experience in providing investment advisory services to individuals, corporations, and charitable organizations. Diana specializes in financial planning, portfolio management for businesses and individuals, and other advisory services. Diana is registered to provide investment advisory services in 16 states and is also registered with FINRA as a Registered Representative.

Firm Information

Diana Palmieri 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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Diana Palmieri’s Registration & Firm History

NY

06/01/2021 - Present

Vanderbilt Advisory Services (WOODBURY NY)

MD

09/05/2023 - 09/13/2023

GROVE POINT INVESTMENTS, LLC (ROCKVILLE MD)

NY

02/02/2010 - 12/31/2021

GROVE POINT INVESTMENTS, LLC (WOODBURY NY)

NY

03/20/2007 - 01/14/2009

H. BECK, INC. (HAUPPAUGE NY)

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Licenses & Designations

IA

Issued 09/20/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/09/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/24/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Diana C. Palmieri. Review regulatory record here.
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