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Daryll Ganz

22 Years of Experience
Woodbury, NY
BrokerSells Insurance

Daryll Ganz is a registered investment advisor at Vanderbilt Advisory Services, based in Woodbury, NY, with 22 years of industry experience. Daryll 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
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Daryll is a partner at Fixed Income Management Group, where he earns override from Bond Desk Activity. He is also an independent insurance agent and a registered representative/investment advisor with Grove Point Investments LLC, spending about half of his time in this role.

Employment History
Current Registrations
Vanderbilt Advisory Services
April 2021 - Present · 5 yrs 3 mos
Vanderbilt Securities, LLCBroker
September 2003 - Present · 22 yrs 10 mos
Previous Registrations
Grove Point Advisors, LLC
April 2021 - December 2024 · 3 yrs 8 mos
H. Beck, INC.
June 2011 - April 2021 · 9 yrs 10 mos
Grove Point Investments, LLCBroker
March 2003 - December 2024 · 21 yrs 9 mos
State Registrations10 states
CACOCTFLMANCNJNYPAVA
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.