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Sam Kodari

Vanderbilt Advisory Services

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About Sam Kodari

Sam Kodari is a financial advisor with over 25 years of experience in the industry. Sam is currently registered with Vanderbilt Advisory Services, a firm that has been serving clients since 2018. Sam specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Sam is committed to helping clients achieve their financial goals.

Firm Information

Sam Kodari 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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Sam Kodari’s Registration & Firm History

NY

01/05/2018 - Present

Vanderbilt Advisory Services (WOODBURY NY)

TX

05/13/2016 - 12/31/2017

SIGNATOR INVESTORS, INC. (PLANO TX)

TX

06/19/1998 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (DALLAS TX)

MA

08/07/1996 - 06/11/1998

MANEQUITY, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 09/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sam Kodari.
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