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Israel Harman

Vanderbilt Advisory Services

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About Israel Harman

Israel Harman is a financial advisor with Vanderbilt Advisory Services. Israel has been in the industry since March 19, 1995 and has passed the Series 7, Series 31, Series 63, and Series 65 exams. Israel has previously worked at Bishop, Rosen & Co., Inc., and Morgan Stanley DW Inc. Vanderbilt Advisory Services is a registered investment advisor with over $1 billion in assets under management. The firm offers a variety of financial planning services, including portfolio management for individuals and businesses. Vanderbilt Advisory Services primarily works with high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Israel Harman 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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Israel Harman’s Registration & Firm History

NY

12/02/2021 - Present

Vanderbilt Advisory Services (WOODBURY NY)

NY

08/22/2005 - 08/18/2016

BISHOP, ROSEN & CO., INC. (NEW YORK NY)

NY

08/08/1995 - 08/29/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

CO

03/20/1995 - 08/18/1995

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 07/09/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/23/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/1995

Series 31 - Futures Managed Funds Examination

BC

Issued 03/17/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Israel Harman.
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