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Shannon Michelle Bora-cooper

Vanderbilt Advisory Services

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About Shannon Michelle Bora-cooper

Shannon Bora-cooper is an investment advisor representative with Vanderbilt Advisory Services. Shannon has been in the securities industry for 10 years. Shannon is registered with the state of Illinois as an investment advisor representative. Shannon's previous employment was with Triad Advisors LLC. Shannon has passed the Series 7TO, SIE, and Series 66 exams. Shannon has specialized in financial planning, portfolio management for businesses and individuals.

Firm Information

Shannon Bora-cooper 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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Shannon Bora-cooper’s Registration & Firm History

NY

11/12/2022 - Present

Vanderbilt Advisory Services (WOODBURY NY)

IL

05/24/2021 - 09/14/2021

TRIAD ADVISORS LLC (Park Ridge IL)

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Licenses & Designations

BOTH

Issued 11/11/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/22/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/26/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shannon Michelle Bora-cooper.
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