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Milan K. Madhani

Vanderbilt Advisory Services

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About Milan K. Madhani

Milan Madhani is a financial advisor with Vanderbilt Advisory Services. Milan has been in the financial services industry since 2001 and has a broad range of experience in providing financial advice to individuals, families, and businesses. Milan holds the Series 6, 7, 63, and 66 licenses and is registered to offer investment advisory services in Illinois and Texas.

Firm Information

Milan Madhani 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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Milan Madhani’s Registration & Firm History

IL

01/04/2021 - Present

Vanderbilt Advisory Services (Lombard IL)

IL

01/01/2013 - 06/15/2020

AVANTAX INVESTMENT SERVICES, INC. (SCHAUMBURG IL)

IL

10/04/2005 - 12/05/2008

GENWORTH FINANCIAL SECURITIES CORPORATION (SCHAUMBURG IL)

MA

06/26/2001 - 01/06/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

06/26/2001 - 01/06/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

CA

03/12/2001 - 05/18/2001

CAL FED INVESTMENTS (SACRAMENTO CA)

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Licenses & Designations

BOTH

Issued 06/24/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/17/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2012

Series 7 - General Securities Representative Examination

BC

Issued 03/09/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Milan K. Madhani. Review regulatory record here.
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