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Frank Michael Zukowski

Vanderbilt Advisory Services

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About Frank Michael Zukowski

Frank Zukowski is a registered investment advisor representative with Vanderbilt Advisory Services. Frank has been in the financial industry for over 29 years. Frank currently holds Series 7, 63, and 66 licenses, and the SIE exam. He has experience with providing financial advice to individuals and businesses, and his areas of expertise include investment management, portfolio management, and financial planning. Frank is a dedicated professional who is committed to helping clients achieve their financial goals.

Firm Information

Frank Zukowski 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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Frank Zukowski’s Registration & Firm History

NY

04/12/2023 - Present

Vanderbilt Advisory Services (WOODBURY NY)

ME

07/26/2016 - 10/02/2017

FORESIDE FUND SERVICES, LLC (PORTLAND ME)

ME

09/19/2013 - 07/15/2016

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

NY

09/23/2004 - 05/22/2013

COHEN & STEERS SECURITIES, LLC (NEW YORK NY)

NY

12/17/1990 - 03/01/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/10/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/11/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Frank Michael Zukowski. Review regulatory record here.
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