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Tara Michelle Donato

Vanderbilt Advisory Services

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About Tara Michelle Donato

Tara Donato is an Investment Advisor Representative registered with Vanderbilt Advisory Services in California. Tara has been working in the financial industry since 2012 and has held positions at several firms, including BusinessTalk INc., The Mind Gym, World Financial Group, Inc., and Korn Ferry. Tara is also a licensed insurance agent. She is passionate about helping clients achieve their financial goals and offers a variety of services, including financial planning and portfolio management.

Firm Information

Tara Donato 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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Tara Donato’s Registration & Firm History

NY

11/03/2023 - Present

Vanderbilt Advisory Services (WOODBURY NY)

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Licenses & Designations

IA

Issued 11/04/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tara Michelle Donato.
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