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Thomas William Johnson

Vanderbilt Advisory Services

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About Thomas William Johnson

Thomas W. Johnson is a registered investment advisor representative with Vanderbilt Advisory Services. Thomas has been in the financial industry since 2001 and has a diverse background with experience at LPL Financial LLC, Hornor, Townsend & Kent, Inc. and WMA Securities, Inc. Thomas is registered in Arizona, California, Nevada, New Mexico, Oregon, Pennsylvania, Tennessee, Texas, Utah and Washington. Thomas is a licensed CPA and provides accounting, write up, consulting, valuation, and tax planning services to clients. Thomas also offers fixed annuities and is an investment consultant regarding fixed annuities as part of a client's financial strategy.

Firm Information

Thomas Johnson 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 Johnson’s Registration & Firm History

UT

09/15/2021 - Present

Vanderbilt Advisory Services (SALT LAKE CITY UT)

UT

08/29/2011 - 09/14/2021

LPL FINANCIAL LLC (SOUTH JORDAN UT)

UT

01/07/2002 - 09/07/2011

HORNOR, TOWNSEND & KENT, INC. (OGDEN UT)

GA

03/26/2001 - 11/08/2001

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 04/01/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/02/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas William Johnson.
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