Sam Kodari is a registered investment advisor, based in Woodbury, NY, with 29 years of industry experience.
Location
125 Froehlich Farm Blvd., Woodbury, NY, 11797
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sam owns Integrated Planning Services as an employee benefit specialist selling health and life insurance, dedicating about a quarter of his time to this. He also sells health insurance as an owner/broker and receives commissions from TRINET Accounting Services, spending minimal time on the latter.
Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
Vanderbilt Advisory Services
Previous Registrations
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Manequity, INC.Broker
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.