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Michael Edward Gorman

Vanderbilt Advisory Services

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About Michael Edward Gorman

Michael Edward Gorman is an active investment advisor representative with Vanderbilt Advisory Services. Michael has been in the industry since 1970 and has experience with various financial products and services. Michael is registered with the state of California as an investment advisor representative, and with the states of New Jersey and New York as a broker-dealer representative. Michael has Series 1, 7 and SIE exams, and his current specializations are: Portfolio Management for Individuals, Pension Consulting, and Financial Planning.

Firm Information

Michael Gorman 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 Gorman’s Registration & Firm History

NY

11/01/2016 - Present

Vanderbilt Advisory Services (WOODBURY NY)

NY

04/18/1997 - 08/26/2003

NORTH RIDGE SECURITIES CORP. (MELVILLE NY)

NA

04/09/1997 - 06/13/1997

NORTH RIDGE SECURITIES CORP.

NY

04/20/1972 - 04/10/1997

JARON EQUITIES CORP. (HICKSVILLE NY)

NA

08/13/1976 - 06/17/1981

REMIT SECURITIES, LTD.

NA

06/21/1971 - 05/23/1980

ZENITH AMERICAN SECURITIES CORPORATION

NA

06/08/1970 - 11/30/1978

MAYFLOWER SECURITIES CO., INC.

NA

10/06/1970 - 06/17/1977

WALL STREET INVESTORS, INC.

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Licenses & Designations

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/1970

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Edward Gorman.
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