DFX Intelligence
Advisors
Advisors registered through Vanderbilt Advisory ServicesAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
158 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Timothy Ballard White | Vanderbilt Advisory Services BD affiliated | Woodbury, Ny | Feb 17, 2026 | 35 y | 3 | 1 |
| Lynn Christine Williams Certified Financial Planner · dual registrant | Vanderbilt Advisory Services BD affiliated | Elmira, Ny | Aug 3, 2023 | 37 y | 2 | 1 |
| Christopher James Wolfe dual registrant | Vanderbilt Advisory Services BD affiliated | Carle Place, Ny | Dec 4, 2023 | 25 y | 1 | 1 |
| L•••• W••••• W••• dual registrant | V••••••••• A••••••• S••••••• BD affiliated | W•••Bury, Ny | Jun 13, 2025 | 39 y | 2 | 1 |
| A••• W••••••• dual registrant | V••••••••• A••••••• S••••••• BD affiliated | Woodbury, Ny | Jul 25, 2024 | 10 y | 1 | 2 |
| L•••• D••• W••••• | V••••••••• A••••••• S••••••• BD affiliated | Woodbury, Ny | Dec 14, 2016 | 21 y | 3 | 2 |
| H••••••• W•••••••• | V••••••••• A••••••• S••••••• BD affiliated | Woodbury, Ny | Mar 30, 2026 | 10 y | 0 | 1 |
| F•••• M•••••• Z••••••• dual registrant | V••••••••• A••••••• S••••••• BD affiliated | Woodbury, Ny | Apr 12, 2023 | 21 y | 0 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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