Philip Scholler
Philip Scholler is a registered investment advisor at Vanderbilt Advisory Services, based in Woodbury, NY, with 26 years of industry experience. Philip 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 (10)
Judgment / Lien
December 2018Customer Dispute
May 2016Judgment / Lien
April 2015Judgment / Lien
March 2015Judgment / Lien
August 2014Judgment / Lien
August 2013Employment Separation After Allegations
March 2013Judgment / Lien
September 2012Judgment / Lien
February 2012Judgment / Lien
November 2010Other Business Activities
Philip is the President and CEO of WealthMark Advisory Services since 2013, where he dedicates all of his time to wealth management, investment advisory services, and portfolio management.
Employment History
Current Registrations
Vanderbilt Advisory Services
Vanderbilt Securities, LLCBroker
Previous Registrations
Girard Securities, INC.
Girard Securities, INC.Broker
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Dw 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.