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Hillary E Brevig

Vanderbilt Advisory Services

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About Hillary E Brevig

Hillary Brevig is a financial advisor who has been in the industry since January 2019. Hillary is a registered representative with Vanderbilt Advisory Services and has Series 7, SIE, and Series 66 licenses. Hillary provides financial planning, asset and investment management, and financial coaching services. Hillary also works with clients on writing articles and educational materials. Hillary's expertise lies in financial planning, investment management, and life insurance. Hillary is committed to helping clients achieve their financial goals.

Firm Information

Hillary Brevig 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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Hillary Brevig’s Registration & Firm History

NY

09/08/2022 - Present

Vanderbilt Advisory Services (WOODBURY NY)

OR

01/07/2019 - 10/22/2020

KMS FINANCIAL SERVICES, INC. (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 05/13/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/08/2019

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/2019

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Hillary E Brevig.
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