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Pamela Jean Floyd

Vanderbilt Advisory Services

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About Pamela Jean Floyd

Pamela Floyd is a registered investment advisor representative with Vanderbilt Advisory Services. Pamela is also an insurance agent and has more than 20 years of experience in the financial services industry. Pamela has a strong track record of providing financial advice to individuals, corporations, and charitable organizations. Pamela holds a Series 6, 7, 63, and 65 licenses, as well as a Series SIE.

Firm Information

Pamela Floyd 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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Pamela Floyd’s Registration & Firm History

NY

01/02/2025 - Present

Vanderbilt Advisory Services (WOODBURY NY)

WA

11/06/2020 - 06/14/2024

SECURITIES AMERICA, INC. (TWISP WA)

WA

07/29/2005 - 11/06/2020

KMS FINANCIAL SERVICES, INC. (TWISP WA)

CO

11/10/1998 - 08/11/2005

MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 11/26/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2000

Series 7 - General Securities Representative Examination

BC

Issued 11/05/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Pamela Jean Floyd. Review regulatory record here.
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