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Max Jacob Mintz

Vanderbilt Advisory Services

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About Max Jacob Mintz

Max Jacob Mintz is a financial advisor with Vanderbilt Advisory Services. Max has been in the industry since March 2016 and has a Series 7 and Series 66 license, as well as the Securities Industry Essentials Examination. Max is registered in 17 states for securities and 1 state for Investment Advisor. Prior to joining Vanderbilt Advisory Services, Max was employed at SAGEPOINT FINANCIAL, INC.. Max's firm, Vanderbilt Advisory Services, specializes in providing financial planning and portfolio management services for individuals and businesses. Vanderbilt Advisory Services manages approximately $1 billion - $10 billion in assets for its clients.

Firm Information

Max Mintz 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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Max Mintz’s Registration & Firm History

NY

08/29/2017 - Present

Vanderbilt Advisory Services (WOODBURY NY)

NJ

03/11/2016 - 08/31/2017

SAGEPOINT FINANCIAL, INC. (METUCHEN NJ)

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Licenses & Designations

BOTH

Issued 06/27/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Max Jacob Mintz.
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