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Franz Paul Loeber

Vanderbilt Advisory Services

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About Franz Paul Loeber

Franz Paul Loeber is an investment advisor representative with Vanderbilt Advisory Services, located in Woodbury, NY. He is also a registered investment advisor in Massachusetts. Franz has been in the industry since 1994 and has experience with a variety of firms, including Compass Securities Corporation, Nomura Securities International, Inc., TCW Funds Distributors, and Janus Distributors LLC. Franz specializes in providing financial planning services and portfolio management for individuals and businesses.

Firm Information

Franz Loeber 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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Franz Loeber’s Registration & Firm History

NY

06/16/2023 - Present

Vanderbilt Advisory Services (WOODBURY NY)

MA

09/04/2014 - 03/13/2015

COMPASS SECURITIES CORPORATION (WELLESLEY HILLS MA)

NY

04/11/2011 - 11/12/2013

NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)

CA

05/18/2005 - 01/19/2011

TCW FUNDS DISTRIBUTORS (LOS ANGELES CA)

CO

09/12/2002 - 08/25/2003

JANUS DISTRIBUTORS LLC (DENVER CO)

NY

06/05/2000 - 12/10/2001

DREYFUS SERVICE CORPORATION (NEW YORK NY)

MA

08/20/1996 - 06/07/2000

NVEST FUNDS DISTRIBUTOR, L.P. (BOSTON MA)

PA

07/30/1990 - 11/29/1995

FEDERATED SECURITIES CORP. (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 08/16/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/30/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2000

Series 7 - General Securities Representative Examination

BC

Issued 07/27/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Franz Paul Loeber.
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