linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Heather Anne Grubbs

Vanderbilt Advisory Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Heather? Claim Your Profile

About Heather Anne Grubbs

Heather Grubbs is a financial advisor at Vanderbilt Advisory Services. Heather has been in the financial services industry since 2018. Heather specializes in Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals. Heather is registered with the Securities and Exchange Commission (SEC) and is a registered representative of Vanderbilt Advisory Services. Heather is also a licensed insurance agent. Heather has earned the Series 63, Series 66, and Series 7TO securities licenses.

Firm Information

Heather Grubbs 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Heather Grubbs’s Registration & Firm History

AL

12/19/2024 - Present

Vanderbilt Advisory Services (Montgomery AL)

AL

05/12/2020 - 12/20/2023

ONEAMERICA SECURITIES, INC. (Montgomery AL)

AL

10/02/2019 - 02/02/2020

NYLIFE SECURITIES LLC (MONTGOMERY AL)

Not sure if Heather Anne Grubbs is right for you?

Licenses & Designations

BOTH

Issued 07/01/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/09/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/02/2019

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2019

Series 7TO - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Heather Anne Grubbs. Review regulatory record here.
Not sure if Heather Anne Grubbs is right for you?