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Steven Wayne Loerke

Vanderbilt Advisory Services

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About Steven Wayne Loerke

Steven Wayne Loerke is a financial advisor with Vanderbilt Advisory Services, with over 20 years of experience in the industry. Steven has worked for several leading financial institutions, including UBS Financial Services Inc., Prospera Financial Services, and Morgan Stanley DW Inc. Steven is a Series 7, Series 31, Series 63, and Series 65 licensed professional, and holds the SIE designation. Steven Wayne Loerke has experience providing financial planning, portfolio management for businesses and individuals, and educational seminars. Steven Wayne Loerke serves clients in California, Colorado, and New York.

Firm Information

Steven Loerke 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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Steven Loerke’s Registration & Firm History

NY

08/13/2024 - Present

Vanderbilt Advisory Services (WOODBURY NY)

CA

12/02/2020 - 06/08/2023

PROSPERA FINANCIAL SERVICES, INC. (Redwood City CA)

CA

01/27/2006 - 11/25/2020

UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)

NY

11/06/2001 - 01/31/2006

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

05/22/2000 - 09/27/2001

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/22/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/20/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 05/19/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Steven Wayne Loerke. Review regulatory record here.
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