DW
DW

Dean Weerstra

28 Years of Experience
Woodbury, NY
1 DisclosureBroker

Dean Weerstra is a registered investment advisor at Vanderbilt Advisory Services, based in Woodbury, NY, with 28 years of industry experience. Dean 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
162 advisors
Number of Clients
6,470 clients
Average Client Portfolio
$326K average
Assets Under Management
$2.1B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$90

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.

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Location

125 Froehlich Farm Blvd., Woodbury, NY, 11797

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History

Regulatory History (1)
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Employment Separation After Allegations
September 2025
Other Business Activities

Dean operates Solutions Financial as a DBA for his LPL business since 2010. He also has a business entity, Weerstra and Associates LLC, for tax/investment purposes since 2016.

Employment History
Current Registrations
Vanderbilt Advisory Services
October 2025 - Present · 7 mos
Vanderbilt Securities, LLCBroker
October 2025 - Present · 7 mos
Previous Registrations
LPL Financial LLC
November 2020 - October 2025 · 4 yrs 11 mos
LPL Financial LLCBroker
November 2020 - October 2025 · 4 yrs 11 mos
Ameriprise Financial Services, LLC.
August 2016 - November 2020 · 4 yrs 3 mos
Ameriprise Financial Services, LLCBroker
September 2015 - November 2020 · 5 yrs 2 mos
Cetera Advisors LLCBroker
May 2010 - September 2015 · 5 yrs 4 mos
Sii Investments, INC.Broker
March 2006 - May 2010 · 4 yrs 2 mos
Primevest Financial Services, INC.Broker
May 1998 - March 2006 · 7 yrs 10 mos
Northwestern Mutual Investment Services, INC.Broker
June 1997 - June 1998 · 1 yr
Robert W. Baird & CO. IncorporatedBroker
June 1997 - June 1998 · 1 yr
State Registrations14 states
CACOILINKYMIMNMSNYPASCSDTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.