Albert D'amato
Albert D'amato is a registered investment advisor at Vanderbilt Advisory Services, based in Woodbury, NY, with 30 years of industry experience. Albert 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
125 Froehlich Farm Blvd., Woodbury, NY, 11797
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 1999Criminal
October 1990Other Business ActivitiesSells Insurance
Albert is a licensed insurance producer selling and servicing annuity and insurance business with Vanderbilt Financial Group, dedicating minimal time to this activity. He also works as a Sr. Wealth Manager for Vanderbilt Financial Group-Westport, providing financial advice on a full-time basis.
Employment History
Current Registrations
Vanderbilt Advisory Services
Vanderbilt Securities, LLCBroker
Previous Registrations
Westport Capital Markets, LLC
Westport Capital Markets, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Advisor Services, INC.
Rsm Mcgladrey, INC.
Ameriprise Advisor Services, INC.Broker
State Registrations12 states
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.