Christopher Mcclure

33 Years of Experience

Woodbury, NY

4 Disclosures

Christopher Mcclure is a registered investment advisor at Vanderbilt Advisory Services, based in Woodbury, NY, with 33 years of industry experience. Christopher 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.

Vanderbilt Advisory Services

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 (4)

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.

Judgment / Lien

July 2021

Customer Dispute

January 2018

Settled

Civil

December 2017

Final

Customer Dispute

October 2003

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Christopher is a Senior Wealth Manager at Vanderbilt Financial Group Westport, dedicating all of his time. He is also the President of VFG Westport, LLC, where he is seeking a tenant for an office space, but spends no time on this activity.

Employment History

Current Registrations

Vanderbilt Advisory Services

April 2021 - Present · 5 yrs

Previous Registrations

Vanderbilt Securities, LLCBroker

March 2021 - December 2021 · 9 mos

Westport Capital Markets, LLC

March 2002 - July 2021 · 19 yrs 4 mos

Westport Capital Markets, LLCBroker

August 2001 - June 2021 · 19 yrs 10 mos

Prudential Securities IncorporatedBroker

June 1997 - August 2001 · 4 yrs 2 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

June 1995 - June 1997 · 2 yrs

Smith Barney INC.Broker

July 1993 - July 1995 · 2 yrs

Lehman Brothers INC.Broker

December 1992 - July 1993 · 7 mos

State Registrations10 states

AZCTFLGANYPARISCTXVA

Advisor

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.

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