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Ross Evan Didia

Vanderbilt Advisory Services

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About Ross Evan Didia

Ross Didia is an investment advisor representative with Vanderbilt Advisory Services. Ross has been in the securities industry since 1995 and is registered to offer securities in New York. Ross previously worked at Equitable Advisors, LLC and Quest Capital Strategies, Inc. Ross offers financial planning, portfolio management for businesses and individuals.

Firm Information

Ross Didia 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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Ross Didia’s Registration & Firm History

NY

06/27/2022 - Present

Vanderbilt Advisory Services (WOODBURY NY)

NY

09/23/2019 - 06/16/2022

EQUITABLE ADVISORS, LLC (WOODBURY NY)

CA

11/11/1999 - 09/26/2019

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

MN

06/06/1997 - 12/02/1997

GLOBAL FINANCIAL GROUP, INC. (MINNEAPOLIS MN)

NY

01/13/1995 - 06/15/1995

STRATTON OAKMONT INC. (LAKE SUCCESS NY)

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Licenses & Designations

BOTH

Issued 11/04/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/25/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ross Evan Didia.
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