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Thomas James Kachel

Vanderbilt Advisory Services

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About Thomas James Kachel

Thomas James Kachel has been in the financial industry since 1993 and is currently an Investment Advisor Representative at Vanderbilt Advisory Services. Thomas has experience in both brokerage and investment advisory services and has held registrations in multiple states. Thomas has extensive experience in providing financial planning and portfolio management for individuals and businesses. Thomas also has experience in managing charitable and pension accounts.

Firm Information

Thomas Kachel 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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Thomas Kachel’s Registration & Firm History

VA

01/07/2020 - Present

Vanderbilt Advisory Services (Rockville VA)

VA

11/20/1998 - 12/31/2019

COMMONWEALTH FINANCIAL NETWORK (ROCKVILLE VA)

NY

04/30/1993 - 12/02/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 08/02/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/29/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/10/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/1993

Series 31 - Futures Managed Funds Examination

BC

Issued 04/24/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Thomas James Kachel. Review regulatory record here.
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