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Theresa Timmerman

Vanderbilt Advisory Services

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About Theresa Timmerman

Theresa Timmerman is a financial advisor at Vanderbilt Advisory Services, a firm with over $1 billion in assets under management. Theresa has been in the industry since 2006 and is licensed to provide financial advice in Massachusetts, New Hampshire and Rhode Island. Theresa holds several securities licenses, including Series 6, 7, 26 and 63 and has passed the SIE exam.

Firm Information

Theresa Timmerman 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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Theresa Timmerman’s Registration & Firm History

MA

01/11/2022 - Present

Vanderbilt Advisory Services (North Reading MA)

MA

11/18/2015 - 07/06/2017

FINANCIAL WEST GROUP (NORTH READING MA)

NH

11/20/2013 - 11/13/2015

INFINEX INVESTMENTS, INC. (MANCHESTER NH)

NH

04/29/2013 - 11/20/2013

HARVEST CAPITAL LLC (MANCHESTER NH)

NH

01/28/2011 - 04/30/2013

MML INVESTORS SERVICES, LLC (BEDFORD NH)

NH

02/03/2006 - 10/12/2010

PFS INVESTMENTS INC. (NASHUA NH)

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Licenses & Designations

IA

Issued 07/18/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/21/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/10/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2016

Series 7 - General Securities Representative Examination

BC

Issued 02/02/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Theresa Timmerman.
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