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Matthew Alan Holibaugh

Vanderbilt Advisory Services

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About Matthew Alan Holibaugh

Matthew Holibaugh is a financial advisor with Vanderbilt Advisory Services. Matthew has been in the financial services industry since March 20, 2008. He is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Florida. Matthew has experience providing financial advice to individuals, businesses, and retirement plans. Matthew has also been a licensed agent/broker with Beck Agency since June 2022, where he assists prospects and existing clients in finding property and casualty insurance. Matthew is a Certified Financial Planner.

Firm Information

Matthew Holibaugh 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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Matthew Holibaugh’s Registration & Firm History

NY

10/25/2024 - Present

Vanderbilt Advisory Services (WOODBURY NY)

FL

09/20/2018 - 08/10/2023

SECURIAN FINANCIAL SERVICES, INC. (Jacksonville FL)

FL

03/20/2008 - 09/17/2018

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 05/09/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/25/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Alan Holibaugh.
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