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Yonatan Schreiber

Vanderbilt Advisory Services

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About Yonatan Schreiber

Yonatan Schreiber is a financial advisor with Vanderbilt Advisory Services, which has offices in Brookline, MA and Woodbury, NY. Yonatan holds Series 66, Series 7TO, and SIE licenses. They also have a registration with the state of Massachusetts and Rhode Island. Yonatan has been in the financial industry since November 16, 2020 and has previous experience with Cubrc, Inc., Myrtha Chang, Inc. and Acera School. Vanderbilt Advisory Services has an approximate $1 billion - $10 billion in assets under management and 64 clients. The firm primarily serves high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth individuals. They offer financial planning, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Yonatan Schreiber 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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Yonatan Schreiber’s Registration & Firm History

MA

01/20/2022 - Present

Vanderbilt Advisory Services (Brookline MA)

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Licenses & Designations

BOTH

Issued 01/25/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/17/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/16/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yonatan Schreiber.
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