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Michael Gonzales

Vanderbilt Advisory Services

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About Michael Gonzales

Michael Gonzales is an investment advisor representative at Vanderbilt Advisory Services. Michael has been in the industry for more than 10 years and holds licenses for Series 66, Series 7TO and SIE. Michael's current employment with Vanderbilt Advisory Services began on 8/14/2024. Michael previously worked at Ameriprise Financial Services, LLC in Indianapolis, IN from 9/15/2023 to 7/18/2024. Michael has experience working with individuals, high net worth individuals, pension and profit sharing plans, corporations or other businesses, and charitable organizations. Michael is registered with the state of Nevada and Indiana.

Firm Information

Michael Gonzales 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 Gonzales’s Registration & Firm History

IN

08/14/2024 - Present

Vanderbilt Advisory Services (Indianapolis IN)

IN

09/15/2023 - 07/18/2024

AMERIPRISE FINANCIAL SERVICES, LLC (INDIANAPOLIS IN)

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Licenses & Designations

BOTH

Issued 11/09/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/15/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/30/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Gonzales.
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