Albert Michael D'amato

Vanderbilt Advisory Services

30 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Vanderbilt Advisory Services

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

155 advisors

Number of Clients

6,466 clients

Average Client Portfolio

$251K average

Assets Under Management

$1.6B

Fee Structure

Minimum Annual Fee:$90

Location

125 Froehlich Farm Blvd., Woodbury, NY, 11797

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 1999

Closed-No Action

Criminal

October 1990

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Albert is a licensed insurance producer selling and servicing annuity and insurance business with Vanderbilt Financial Group, dedicating minimal time to this activity. He also works as a Sr. Wealth Manager for Vanderbilt Financial Group-Westport, providing financial advice on a full-time basis.

Employment History

Current Registrations

Vanderbilt Advisory Services

May 2021 - Present · 4 yrs 9 mos

Vanderbilt Securities, LLCBroker

May 2021 - Present · 4 yrs 9 mos

Previous Registrations

Westport Capital Markets, LLC

May 2017 - June 2021 · 4 yrs 1 mo

Westport Capital Markets, LLCBroker

May 2017 - June 2021 · 4 yrs 1 mo

Ameriprise Financial Services, INC.Broker

October 2009 - May 2017 · 7 yrs 7 mos

Ameriprise Financial Services, INC.

October 2009 - May 2017 · 7 yrs 7 mos

Ameriprise Advisor Services, INC.

July 2003 - October 2009 · 6 yrs 3 mos

Rsm Mcgladrey, INC.

March 2003 - July 2003 · 4 mos

Ameriprise Advisor Services, INC.Broker

July 1995 - October 2009 · 14 yrs 3 mos

State Registrations15 states

ALAZCACOCTFLMANHNJNYPARISCVAVT

AdvisorBrokerBoth

Exams

No exam information available for this advisor.