Newmarket, NH Office

Team
Updated today

Client AUM

$2,027,802,644

Clients

6,199

Advisors

2

Of 157 advisors across 98 offices

Location

55 Main Street, Suite 415

Newmarket NH 03857

Advisors at this office

2

Advisors at this office

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Michael S

Series 66

Newmarket, NH

Vanderbilt Advisory Services

Michael Smith is a financial advisor at Vanderbilt Advisory Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2017. Outside of his advisory role, he has been involved with Swift Textile Metalizing, LLC since 1999. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and employing multiple analytical approaches, while maintaining formal integration with retirement-plan and benefits firms to provide combined advisory and plan administration services.

Wealth management Active portfolio management Tax-loss harvesting General estate planning guidance
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Hunter B

Series 63, Series 65

Newmarket, NH

Vanderbilt Advisory Services

Hunter Brownlie is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2017 and previously worked at Financial West Group for 18 years. Brownlie is also the managing member of HDB Investment Group, LLC, and serves on the investment committee of the Wentworth Watershed Association, where he participates in overseeing and monitoring investment accounts. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and digital platform services, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Wealth management Active portfolio management Tax-loss harvesting General estate planning guidance
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