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Robert Steinmetz

Vanderbilt Securities, LLC

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About Robert Steinmetz

Robert Steinmetz is an investment advisor currently associated with Vanderbilt Securities, LLC. Robert has been in the industry since July 22, 2011. Robert has been registered in New York since August 2, 2024, with Vanderbilt Securities, LLC, which is active in New York. Robert has a Series 6, Series 7 and Series 63 licenses. Robert has a history of employment with other firms including CADARET, GRANT & CO., INC., PAYCHEX SECURITIES CORPORATION, AMERIPRISE FINANCIAL SERVICES, LLC, AMERIPRISE FINANCIAL SERVICES, INC., MORGAN STANLEY, M&T SECURITIES, INC., and NYLIFE SECURITIES LLC.

Firm Information

Robert Steinmetz 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 Steinmetz’s Registration & Firm History

PA

08/02/2024 - Present

Vanderbilt Securities, LLC (Erie PA)

NY

01/12/2024 - 08/02/2024

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

NY

06/08/2022 - 01/15/2024

PAYCHEX SECURITIES CORPORATION (WEST HENRIETTA NY)

NY

04/12/2022 - 04/18/2022

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

NY

10/09/2019 - 04/04/2022

AMERIPRISE FINANCIAL SERVICES, LLC (Rochester NY)

NY

05/03/2016 - 02/08/2019

AMERIPRISE FINANCIAL SERVICES, INC. (ROCHESTER NY)

NY

02/14/2014 - 02/05/2016

MORGAN STANLEY (ROCHESTER NY)

NY

04/07/2011 - 09/04/2012

M&T SECURITIES, INC. (ROCHESTER NY)

NY

01/25/2008 - 04/09/2010

NYLIFE SECURITIES LLC (ROCHESTER NY)

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Licenses & Designations

IA

Issued 03/14/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/23/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2014

Series 7 - General Securities Representative Examination

BC

Issued 01/24/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Steinmetz. Review regulatory record here.
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