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Donna Elizabeth Clifford

Vanderbilt Advisory Services

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About Donna Elizabeth Clifford

Donna Elizabeth Clifford is a financial advisor with over 25 years of experience in the financial services industry. Donna is currently registered with Vanderbilt Advisory Services in Massachusetts and Rhode Island. She also holds several securities licenses, including Series 6, 7, 63 and 65, as well as the SIE exam. Before joining Vanderbilt Advisory Services, Donna worked at Financial West Group and H.D. Vest Investment Securities, Inc. Donna specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.

Firm Information

Donna Clifford 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 Clifford’s Registration & Firm History

MA

11/29/2021 - Present

Vanderbilt Advisory Services (North Reading MA)

MA

07/15/1999 - 07/06/2017

FINANCIAL WEST GROUP (NORTH READING MA)

TX

11/15/1994 - 07/08/1999

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 09/27/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/06/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2000

Series 7 - General Securities Representative Examination

BC

Issued 11/14/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Donna Elizabeth Clifford. Review regulatory record here.
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