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Scott A Kadish

Vanderbilt Advisory Services

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About Scott A Kadish

Scott Kadish is a financial advisor at Vanderbilt Advisory Services. Scott has been in the financial industry since 2006 and has a background in providing portfolio management and financial planning services. Scott is registered with FINRA and the state of Massachusetts as an Investment Advisor Representative. Scott holds a Series 7 and Series 66 license. Scott specializes in working with individuals, high net worth individuals, corporations, pension plans, and charitable organizations.

Firm Information

Scott Kadish 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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Scott Kadish’s Registration & Firm History

MA

02/15/2022 - Present

Vanderbilt Advisory Services (Newton Centre MA)

MA

08/08/2012 - 10/20/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWTON MA)

MA

01/03/2011 - 08/07/2012

LPL FINANCIAL LLC (NEWBURYPORT MA)

RI

10/23/2009 - 12/15/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)

RI

09/28/2006 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)

MA

05/16/2006 - 07/24/2006

FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)

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Licenses & Designations

BOTH

Issued 01/06/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/05/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott A Kadish.
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