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Mehul Mahendra Thakker

Vanderbilt Advisory Services

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About Mehul Mahendra Thakker

Mehul Thakker is a registered investment advisor representative with Vanderbilt Advisory Services. Mehul has been in the financial services industry since 2001 and has a wide range of experience in providing investment advice to individuals, businesses, and charitable organizations. Mehul is committed to providing his clients with personalized financial advice and guidance. Previously Mehul worked for Financial West Group. Mehul holds the Series 7, Series 66, Series 6TO, and SIE licenses.

Firm Information

Mehul Thakker 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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Mehul Thakker’s Registration & Firm History

NY

01/02/2020 - Present

Vanderbilt Advisory Services (WOODBURY NY)

CA

04/15/2003 - 07/27/2017

FINANCIAL WEST GROUP (San Leandro CA)

NY

10/02/2002 - 04/22/2003

MONY SECURITIES CORPORATION (NEW YORK NY)

NJ

06/01/2001 - 05/23/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 06/29/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/31/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mehul Mahendra Thakker.
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