Brian Gardiner
Brian Gardiner is a CFP-designated registered investment advisor at Vanderbilt Advisory Services, based in Woodbury, NY, with 25 years of industry experience. Brian 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
March 2025Employment Separation After Allegations
December 2011Other Business ActivitiesSells Insurance
Brian is involved in several outside business activities, including insurance sales, real estate rental properties, estate planning, and tax preparation. He dedicates a few hours per week to insurance sales and rental properties, about 10% of his time to estate planning, and about a quarter of his time to tax preparation.
Employment History
Current Registrations
Vanderbilt Advisory Services
Vanderbilt Securities, LLCBroker
Previous Registrations
Coastal Equities, INC.Broker
Coastal Investment Advisors
Cabot Lodge Securities LLCBroker
Allied Beacon Partners, INC.Broker
Cl Wealth Management LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Intersecurities, INC.Broker
Suntrust Securities, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations6 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.