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Philip Michael Scholler

Vanderbilt Advisory Services

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About Philip Michael Scholler

Philip Michael Scholler is an Investment Advisor Representative at Vanderbilt Advisory Services. Philip has been in the financial industry since 1999 and has a diverse background. Philip holds the Series 7, Series 31, and Series 66 licenses. Philip has held prior roles at Girard Securities, Inc., Nationwide Securities, LLC, 1717 Capital Management Company, UBS Financial Services Inc. and Morgan Stanley DW Inc.

Firm Information

Philip Scholler 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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Philip Scholler’s Registration & Firm History

NY

09/03/2015 - Present

Vanderbilt Advisory Services (WOODBURY NY)

OH

03/25/2013 - 08/03/2015

GIRARD SECURITIES, INC. (COLUMBUS OH)

OH

08/01/2008 - 03/26/2013

NATIONWIDE SECURITIES, LLC (GROVEPORT OH)

OH

01/19/2007 - 08/01/2008

1717 CAPITAL MANAGEMENT COMPANY (COLUMBUS OH)

OH

06/28/2002 - 01/08/2007

UBS FINANCIAL SERVICES INC. (UPPER ARLINGTON OH)

NY

06/17/1999 - 07/02/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 06/22/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/23/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/26/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 06/16/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 10 public disclosures for Philip Michael Scholler. Review regulatory record here.
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