Beverly Ann Mingola

Vanderbilt Advisory Services

42 Years of Experience

3 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Vanderbilt Advisory Services

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

155 advisors

Number of Clients

6,466 clients

Average Client Portfolio

$251K average

Assets Under Management

$1.6B

Fee Structure

Minimum Annual Fee:$90

Location

125 Froehlich Farm Blvd., Woodbury, NY, 11797

Get directions

History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2005

Settled

Customer Dispute

July 2004

Denied

Regulatory

June 1982

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Beverly is involved with Annuity Depot selling variable life insurance and Vanderbilt Life Agency selling life insurance. She is also a distributor for The Trump Network, a multi-level networking company, which is not investment-related.