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William Scott Paddor

Vanderbilt Advisory Services

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About William Scott Paddor

William Scott Paddor is a financial advisor at Vanderbilt Advisory Services. William is a registered investment advisor and a securities representative with over 20 years of experience in the financial industry. William has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. He provides a range of services, including financial planning, portfolio management, and insurance sales and service. William has a strong understanding of the financial markets and is dedicated to providing his clients with personalized advice and guidance.

Firm Information

William Paddor 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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William Paddor’s Registration & Firm History

IL

01/17/2025 - Present

Vanderbilt Advisory Services (Northbrook IL)

IL

03/03/2003 - 09/01/2009

WATERSTONE FINANCIAL GROUP, INC. (NORTHBROOK IL)

IL

12/11/2001 - 03/04/2003

MESIROW FINANCIAL, INC. (CHICAGO IL)

NJ

05/21/2001 - 12/20/2001

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NY

04/24/2000 - 05/10/2000

CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)

NA

01/11/1994 - 02/07/1994

EQUICO SECURITIES, INC.

NA

01/11/1994 - 02/07/1994

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

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Licenses & Designations

BOTH

Issued 06/09/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/10/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/2000

Series 7 - General Securities Representative Examination

BC

Issued 01/10/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Scott Paddor.
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