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Kerim Tulun

Vanderbilt Advisory Services

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About Kerim Tulun

Kerim Tulun is a financial advisor with over 10 years of experience in the industry. Kerim has been registered with the state of New York since 2012 and is currently affiliated with Vanderbilt Advisory Services. Previously, Kerim was employed by UBS Financial Services Inc., North Nassau Advisors, LLC and ING Financial Partners, Inc. Kerim holds the Series 66, Series 7 and SIE licenses and is a Certified Financial Planner. Kerim offers comprehensive financial planning services for families and businesses and specializes in portfolio management for individuals and businesses.

Firm Information

Kerim Tulun 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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Kerim Tulun’s Registration & Firm History

NY

04/07/2021 - Present

Vanderbilt Advisory Services (Warwick NY)

NY

01/29/2014 - 07/05/2018

UBS FINANCIAL SERVICES INC. (GARDEN CITY NY)

NJ

04/11/2012 - 03/10/2014

NORTH NASSAU ADVISORS, LLC (PRINCETON NJ)

NJ

12/02/2011 - 02/08/2012

ING FINANCIAL PARTNERS, INC. (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 04/10/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kerim Tulun.
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