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Michael Alan Citron

Vanderbilt Advisory Services

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About Michael Alan Citron

Michael Citron is a financial advisor with over 30 years of experience in the financial services industry. Michael Citron currently works at Vanderbilt Advisory Services, a firm with over $1 billion in assets under management. Michael Citron specializes in providing financial planning and portfolio management services to individuals, businesses and charitable organizations.

Firm Information

Michael Citron 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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Michael Citron’s Registration & Firm History

NJ

03/18/2024 - Present

Vanderbilt Advisory Services (Parsippany NJ)

NJ

08/18/2020 - 04/08/2024

RAYMOND JAMES FINANCIAL SERVICES, INC. (MORRISTOWN NJ)

NJ

04/22/2009 - 08/31/2020

STIFEL, NICOLAUS & COMPANY, INCORPORATED (FLORHAM PARK NJ)

NJ

10/26/2007 - 05/12/2009

CITIGROUP GLOBAL MARKETS INC. (SHORT HILLS NJ)

NJ

09/21/1994 - 11/02/2007

A. G. EDWARDS & SONS, INC. (SHORT HILLS NJ)

NY

12/04/2000 - 12/12/2000

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NJ

04/19/1988 - 09/30/1994

HALPERT AND COMPANY, INC. (MILLBURN NJ)

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Licenses & Designations

IA

Issued 07/23/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/06/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 04/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Michael Alan Citron. Review regulatory record here.
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