Rosemary Terry is a registered investment advisor at Vanderbilt Advisory Services, based in Woodbury, NY, with 37 years of industry experience. Rosemary 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rosemary owns a rental property in Florida and is the President of The Love, Joey Foundation, which donates to charities. She is also the President and CEO of Rose Terry Consulting LLC.
Employment History
Current Registrations
Vanderbilt Advisory Services
Vanderbilt Securities, LLCBroker
Previous Registrations
Janney Montgomery Scott LLCBroker
Investment Management & Research, INCBroker
Gruntal & CO. IncorporatedBroker
W.J. Nolan & Company, INC.Broker
Robert Thomas Securities, INCBroker
State Registrations5 states
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