William Paddor
William Paddor is a registered investment advisor at Vanderbilt Advisory Services, based in Woodbury, NY, with 24 years of industry experience. William 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)
Customer Dispute
October 2024Other Business ActivitiesSells Insurance
William is involved in securities, advisory, and insurance activities under the name Arlington Financial Services since 2003. He works as a health/life insurance agent, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Vanderbilt Advisory Services
Previous Registrations
Moloney Investment Advisory LLC
Moloney Securities Asset Management LLC
Moloney Securities CO., INC.Broker
Moloney Securities CO., INC.
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.Broker
Mesirow Financial, INC.
Mesirow Financial, INC.Broker
UBS Painewebber INC.Broker
Credit Suisse First Boston CorporationBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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.