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Michael Amoroso

Vanderbilt Advisory Services

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About Michael Amoroso

Michael Amoroso is an investment advisor representative at Vanderbilt Advisory Services. Michael is registered with FINRA and is also registered to provide investment advisory services in New York. Michael has been in the industry for over 10 years and has held positions with Securities America, Inc. and OSAIC WEALTH, INC. Michael's primary focus is providing investment advice to individuals and businesses. He holds the Series 7 and Series 66 licenses and is also a SIE exam holder.

Firm Information

Michael Amoroso 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 Amoroso’s Registration & Firm History

NY

01/02/2025 - Present

Vanderbilt Advisory Services (WOODBURY NY)

NY

05/24/2024 - 06/14/2024

SECURITIES AMERICA, INC. (BEACON NY)

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Licenses & Designations

BC

Issued 05/23/2024

Series 7TO - General Securities Representative Examination

BC

Issued 02/24/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Amoroso.
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