← Tributary

VANDERBILT ADVISORY SERVICES

WOODBURY, NY · CRD 116537 · IAPD ↗ · infiniteinvestmentstrategies.com · 631-845-5100

$2.11BRegulatory AUM
144Advisory reps
161Employees
64Clients
101-250Planning clients
0Private funds
51States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
December 2025 — VANDERBILT ADVISORY SERVICES reported RAUM up 30% ($1.62B -> $2.11B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
December 2025 — VANDERBILT ADVISORY SERVICES grew from 124 to 144 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2024 — VANDERBILT ADVISORY SERVICES added office(s): 25 -> 43 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
December 2024 — VANDERBILT ADVISORY SERVICES reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
69
December 2024 — VANDERBILT ADVISORY SERVICES reported RAUM up 47% ($1.10B -> $1.62B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
December 2024 — VANDERBILT ADVISORY SERVICES grew from 107 to 124 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.