linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Harry Applebaum

Vanderbilt Advisory Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Harry Applebaum

Michael Applebaum is a financial professional with over 35 years of experience in the industry. Michael has a diverse background working with several reputable firms, including Janney Montgomery Scott LLC, Wells Fargo Advisors, LLC, and Morgan Stanley. Michael currently holds a Series 7, Series 63, and SIE licenses. Michael specializes in portfolio management for individuals and businesses, offering a personalized approach to meet your financial goals. Michael is a registered representative of Vanderbilt Advisory Services, providing a range of financial services.

Firm Information

Michael Applebaum 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Applebaum’s Registration & Firm History

NY

04/04/2024 - Present

Vanderbilt Advisory Services (WOODBURY NY)

NJ

03/10/2016 - 01/29/2024

JANNEY MONTGOMERY SCOTT LLC (MARLTON NJ)

NJ

12/15/2010 - 03/15/2016

WELLS FARGO ADVISORS, LLC (MARLTON NJ)

NJ

06/01/2009 - 01/10/2011

MORGAN STANLEY SMITH BARNEY (VOORHEES NJ)

NJ

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (VOORHEES NJ)

NJ

11/24/2006 - 04/02/2007

MORGAN STANLEY DW INC. (VOORHEES NJ)

NJ

07/31/1993 - 12/01/2006

CITIGROUP GLOBAL MARKETS INC. (MT. LAUREL NJ)

NY

11/13/1992 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

03/04/1988 - 11/18/1992

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)

NA

02/26/1987 - 03/05/1988

BLINDER, ROBINSON & CO., INC.

Not sure if Michael Harry Applebaum is right for you?

Licenses & Designations

BC

Issued 02/25/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 10 public disclosures for Michael Harry Applebaum. Review regulatory record here.
Not sure if Michael Harry Applebaum is right for you?