JC
JC

Justin Corbin

12 Years of Experience
Rochester, NY
BrokerSells Insurance

Justin Corbin is a registered investment advisor at Vanderbilt Advisory Services, based in Rochester, NY, with 12 years of industry experience. Justin 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

755 Jefferson RD., 2nd Floor, Suite 200, Rochester, NY, 14623

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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

Justin is a registered representative at The Retirement Optimization Group and a contractor performing music for Nik Entertainment Co. He also sells life and health insurance, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Vanderbilt Advisory Services
August 2024 - Present · 1 yr 11 mos
Vanderbilt Securities, LLCBroker
August 2024 - Present · 1 yr 11 mos
Previous Registrations
Cadaret Grant & CO INC
May 2021 - August 2024 · 3 yrs 3 mos
Cadaret, Grant & CO., INC.Broker
October 2019 - August 2024 · 4 yrs 10 mos
LPL Financial LLCBroker
February 2015 - October 2019 · 4 yrs 8 mos
First Investors CorporationBroker
August 2011 - September 2012 · 1 yr 1 mo
State Registrations10 states
COCTFLILMDNCNYSCTXWI
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.
Justin Corbin - Financial Advisor | TrueAdvisor