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Robert Grimaldi

Vanderbilt Securities, LLC

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About Robert Grimaldi

Robert Grimaldi is a financial advisor currently registered with Vanderbilt Securities, LLC. Robert has been active in the securities industry since September 19, 1993. Robert holds Series 6 and Series 63 licenses. Robert has previous experience with several firms including Foresters Equity Services, Inc., Woodbury Financial Services, Inc., Cadaret, Grant & Co., Inc., Park Avenue Securities LLC, Guardian Investor Services Corporation, and Lutheran Brotherhood Securities Corp.

Firm Information

Robert Grimaldi is currently registered with Vanderbilt Securities, LLC. Vanderbilt Securities, LLC is a Limited Liability Company that was formed on December 5, 2001. The firm is registered in 51 states and the SEC and is approved to operate in all of them.

Not reported

Assets Under Management

Not reported

Total Clients

52

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.

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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Robert Grimaldi’s Registration & Firm History

NY

10/15/2018 - Present

Vanderbilt Securities, LLC (LAKE GROVE NY)

CA

11/09/2010 - 10/15/2018

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

CA

11/17/2009 - 11/02/2010

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

NY

12/12/2005 - 11/06/2009

WOODBURY FINANCIAL SERVICES, INC. (CENTEREACH NY)

NY

12/20/2002 - 12/15/2005

CADARET, GRANT & CO., INC. (SYRACUSE NY)

NY

05/03/1999 - 01/06/2003

PARK AVENUE SECURITIES LLC (NEW YORK NY)

NY

03/10/1995 - 05/03/1999

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

MN

06/18/1993 - 12/21/1994

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 08/09/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Grimaldi.
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