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Stuart Taylor Valentine

Vanderbilt Advisory Services

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About Stuart Taylor Valentine

Stuart Valentine is an investment advisor representative with Vanderbilt Advisory Services. Stuart has been in the financial services industry since 2000 and is registered in 31 states. Stuart has a broad range of experience and holds Series 3, 7, 22, 63, 66 and SIE licenses. Stuart is also a co-founder of Centered Wealth. Stuart is committed to providing clients with personalized financial advice and helping them reach their financial goals.

Firm Information

Stuart Valentine 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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Stuart Valentine’s Registration & Firm History

IA

07/11/2017 - Present

Vanderbilt Advisory Services (Fairfield IA)

IA

01/21/2000 - 07/06/2017

FINANCIAL WEST GROUP (FAIRFIELD IA)

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Licenses & Designations

BOTH

Issued 07/09/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/07/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2000

Series 7 - General Securities Representative Examination

BC

Issued 09/28/1999

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 03/09/1987

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Stuart Taylor Valentine. Review regulatory record here.
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