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Donna Ann Norian

Vanderbilt Advisory Services

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About Donna Ann Norian

Donna Ann Norian is an active investment advisor representative with Vanderbilt Advisory Services in Woodbury, NY. Donna has been in the financial services industry since 1995. Donna is registered with FINRA and the state of New York. Prior to joining Vanderbilt Advisory Services, Donna was registered with FSC Securities Corporation, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., Wells Fargo Clearing Services, LLC, Capital One Investing, LLC, Capital One Investment Services LLC, MML Investors Services, LLC, LPL Financial LLC, MML Investors Services, Inc., AXA Advisors, LLC, LPL Financial Corporation, IFMG Securities, Inc., Essex National Securities, Inc., CITICORP Investment Services, ABN AMRO Financial Services, Inc., and Essex National Securities, Inc. Donna holds Series 7, 24, 52, 53, 63, 66, 72, 99, and SIE licenses.

Firm Information

Donna Norian 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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Donna Norian’s Registration & Firm History

NY

05/20/2022 - Present

Vanderbilt Advisory Services (WOODBURY NY)

GA

11/23/2020 - 05/11/2022

FSC SECURITIES CORPORATION (ATLANTA GA)

AZ

11/23/2020 - 05/11/2022

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

AZ

11/23/2020 - 05/11/2022

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

MN

11/23/2020 - 05/11/2022

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

NY

01/07/2020 - 12/01/2020

WELLS FARGO CLEARING SERVICES, LLC (MELVILLE NY)

DE

01/30/2015 - 04/09/2019

CAPITAL ONE INVESTING, LLC (Wilmington DE)

NY

04/03/2013 - 01/30/2015

CAPITAL ONE INVESTMENT SERVICES LLC (MELVILLE NY)

NY

03/25/2011 - 04/05/2013

MML INVESTORS SERVICES, LLC (SYOSSET NY)

NY

01/03/2011 - 02/16/2011

LPL FINANCIAL LLC (MASSAPEQUA NY)

NY

04/28/2010 - 12/08/2010

MML INVESTORS SERVICES, INC. (SYOSSET NY)

NY

06/04/2008 - 02/05/2009

AXA ADVISORS, LLC (LAKE SUCCESS NY)

NY

03/04/2008 - 06/04/2008

LPL FINANCIAL CORPORATION (BROOKLYN NY)

NY

08/06/2003 - 03/04/2008

IFMG SECURITIES, INC. (BROOKLYN NY)

CA

09/25/2002 - 07/10/2003

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

NY

08/22/2001 - 03/14/2002

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

IL

05/29/1998 - 08/22/2001

ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)

CA

06/09/1998 - 09/20/2000

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

NA

06/27/1997 - 12/03/1997

INDEPENDENT FINANCIAL SECURITIES, INC.

CA

12/15/1993 - 05/23/1997

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

IL

07/08/1993 - 05/22/1997

ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)

NA

07/31/1992 - 07/08/1993

EAB SECURITIES, INC.

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Licenses & Designations

BOTH

Issued 04/30/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/28/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/23/2013

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/09/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 72 - Government Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donna Ann Norian.
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