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Eric Todd Bilitz

Vanderbilt Advisory Services

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About Eric Todd Bilitz

Eric Bilitz is a financial advisor with Vanderbilt Advisory Services. Eric has been in the financial services industry since June 19, 1994. Eric is registered with FINRA as a Registered Representative and is licensed to provide investment advice in Alabama, Indiana, and Texas. Eric has been an active financial advisor in Indiana since August 30, 2024. Eric specializes in providing financial planning services, portfolio management for individuals and businesses.

Firm Information

Eric Bilitz 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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Eric Bilitz’s Registration & Firm History

NY

09/30/2024 - Present

Vanderbilt Advisory Services (WOODBURY NY)

IN

01/12/2001 - 07/22/2024

AMERIPRISE FINANCIAL SERVICES, LLC (INDIANAPOLIS IN)

MN

01/12/2001 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MO

02/24/1998 - 10/08/1998

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NY

10/23/1997 - 03/12/1998

H.J. MEYERS & CO., INC. (ROCHESTER NY)

NY

01/17/1994 - 10/17/1997

GRUNTAL & CO., L.L.C. (NEW YORK NY)

IL

08/18/1992 - 01/22/1994

RODMAN & RENSHAW INC. (CHICAGO IL)

NY

02/19/1992 - 08/24/1992

EMANUEL AND COMPANY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/16/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/04/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 9 public disclosures for Eric Todd Bilitz. Review regulatory record here.
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