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Jack Chite

Vanderbilt Advisory Services

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About Jack Chite

Jack Chite is a financial advisor with Vanderbilt Advisory Services, a firm with approximately $1 billion - $10 billion in assets under management. Jack has been in the financial services industry since 1983, working at firms like MML Investors Services, Inc., G. R. Phelps & Co., Inc., Robert Todd Financial Corp., and Global Capital Securities, Inc. Jack is licensed to provide investment advice in 22 states, including New York, South Carolina, and Texas. He holds Series 6, 7, and 63 licenses. Jack's expertise includes financial planning, portfolio management for individuals and businesses, and retirement planning.

Firm Information

Jack Chite 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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Jack Chite’s Registration & Firm History

NY

01/02/2025 - Present

Vanderbilt Advisory Services (WOODBURY NY)

MA

03/01/1996 - 05/26/2005

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

10/30/1991 - 03/01/1996

G. R. PHELPS & CO., INC.

NY

12/17/1990 - 10/31/1991

ROBERT TODD FINANCIAL CORP. (NEW YORK NY)

NA

08/15/1983 - 01/11/1991

GLOBAL CAPITAL SECURITIES, INC.

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Licenses & Designations

BC

Issued 11/11/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/1987

Series 7 - General Securities Representative Examination

BC

Issued 08/13/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jack Chite. Review regulatory record here.
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