IA
IA

Isabel Cristina Arbaiza

3 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
4,821 clients
Average Client Portfolio
$269K average
Assets Under Management
$1.3B

Fee Structure

Minimum Annual Fee:$90
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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

Isabel sells life insurance as an option to clients, dedicating minimal time to this activity. She also owns IZAMI Homes LLC and assists with property acquisition, budgeting, and bookkeeping, but spends minimal time on this as well.

Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
November 2024 - Present · 1 yr 3 mos
Consolidated Portfolio Review CORP
November 2024 - Present · 1 yr 3 mos
Previous Registrations
United Planners' Financial Services of America a Limited Partner
September 2022 - November 2024 · 2 yrs 2 mos
United Planners' Financial Services of America a Limited PartnerBroker
April 2022 - November 2024 · 2 yrs 7 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.