Eric Sutliff
Eric Sutliff is a registered investment advisor at Vanderbilt Advisory Services, based in Woodbury, NY, with 42 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,470 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VAS offers investment management through its Managed Account Program and VFG Tactical Model Portfolios. Fees are based on assets under management and can be structured as a flat annual fee, flat percentage, threshold billing, or tiered billing. The specific fee structure is outlined in the Investment Advisory Agreement.
VAS also uses Betterment for Advisors, where fees range from 0.12% to 0.25% of account balances, charged monthly or quarterly. VAS also charges an advisory fee on top of the Betterment fee.
Location
125 Froehlich Farm Blvd., Woodbury, NY, 11797
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2009Other Business Activities
Eric works as an independent contractor/driver for Horizon Transport, transporting vehicles throughout the US and Canada, dedicating about a quarter of his time. He also works as a driver for Auto Drive Away and Uber, spending about 10-20% of his time on these activities.
Employment History
Current Registrations
Vanderbilt Advisory Services
Vanderbilt Securities, LLCBroker
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
Citigroup Global Markets INC.Broker
Advest, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Richards, Lynch & Pegher, INC.Broker
Parker/hunter IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.