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Kenneth Gerald Tavernier

Vanderbilt Advisory Services

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About Kenneth Gerald Tavernier

Kenneth Gerald Tavernier is a registered investment advisor representative with Vanderbilt Advisory Services. Kenneth has been in the financial services industry since 2002 and holds Series 7, Series 63, and SIE licenses. Previously, Kenneth has held positions with LPL Financial, LLC, Wells Fargo Clearing Services, LLC and A.G. Edwards & Sons, Inc. Kenneth has experience providing financial planning and portfolio management services to individuals and businesses. Kenneth is a member of the Almaden Valley - Willow Glen Rotary Club.

Firm Information

Kenneth Tavernier 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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Kenneth Tavernier’s Registration & Firm History

CA

09/27/2022 - Present

Vanderbilt Advisory Services (San Jose CA)

CA

11/19/2020 - 08/22/2022

LPL FINANCIAL LLC (SAN JOSE CA)

CA

01/01/2008 - 11/20/2020

WELLS FARGO CLEARING SERVICES, LLC (SAN JOSE CA)

CA

08/12/2004 - 01/03/2008

A. G. EDWARDS & SONS, INC. (SAN JOSE CA)

MO

05/21/2002 - 08/12/2004

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 05/22/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Gerald Tavernier.
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