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Rosemary Terry

Vanderbilt Advisory Services

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About Rosemary Terry

Rosemary Terry is an investment advisor representative who has been in the industry since 1988. She is currently registered with Vanderbilt Advisory Services and has previously worked for firms including Janney Montgomery Scott LLC and Investment Management & Research, Inc. Rosemary is a licensed securities agent and holds Series 7 and Series 63 licenses. Rosemary specializes in providing financial planning and portfolio management for individuals and businesses.

Firm Information

Rosemary Terry 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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Rosemary Terry’s Registration & Firm History

NY

04/07/2021 - Present

Vanderbilt Advisory Services (WOODBURY NY)

NY

01/08/1993 - 02/08/2010

JANNEY MONTGOMERY SCOTT LLC (BROOKLYN NY)

FL

03/19/1992 - 12/22/1992

INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)

NY

09/19/1990 - 03/06/1992

GRUNTAL & CO. INCORPORATED (NEW YORK NY)

NY

02/12/1988 - 10/12/1990

W.J. NOLAN & COMPANY, INC. (NEW YORK NY)

NA

12/22/1987 - 01/01/1988

ROBERT THOMAS SECURITIES, INC

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Licenses & Designations

BC

Issued 02/29/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rosemary Terry.
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