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Frankie Ricardo Brin

Vanderbilt Advisory Services

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About Frankie Ricardo Brin

Frankie Ricardo Brin is a financial advisor with Vanderbilt Advisory Services. Frankie has been in the financial services industry since 1994. Frankie is licensed to provide financial advice in 10 states, and is registered with the state of Florida as an investment advisor representative. Frankie is also a Chartered Financial Consultant.

Firm Information

Frankie Brin 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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Frankie Brin’s Registration & Firm History

FL

03/29/2023 - Present

Vanderbilt Advisory Services (Fruitland Park FL)

FL

02/02/2015 - 02/27/2023

INTERNATIONAL ASSETS ADVISORY, LLC (FRUITLAND PARK FL)

FL

08/22/2014 - 01/26/2015

INVESTACORP, INC. (MIAMI FL)

FL

08/21/2013 - 08/01/2014

ING FINANCIAL PARTNERS, INC. (FRUITLAND PARK FL)

FL

10/21/2004 - 08/27/2013

WALNUT STREET SECURITIES, INC. (FRUITLAND PARK FL)

AZ

08/25/2004 - 10/21/2004

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

FL

02/15/2001 - 09/01/2004

HIGH MARK SECURITIES, INC. (LAKELAND FL)

MI

03/24/2000 - 02/15/2001

SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)

AZ

02/17/2000 - 03/28/2000

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

NY

11/01/1994 - 02/22/2000

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/24/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2015

Series 7 - General Securities Representative Examination

BC

Issued 10/27/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Frankie Ricardo Brin. Review regulatory record here.
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