Westport, CT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Vanderbilt Advisory Services
Multi-team
Firm-wide stats for Vanderbilt Advisory Services
About
Vanderbilt Advisory Services works with a broad mix of clients — individuals (including high‑net‑worth clients), charitable organizations, trusts and estates, businesses, and retirement plans such as 401(k) and SEP/PSP plans. The firm offers discretionary and non‑discretionary portfolio management, proprietary model portfolios, access to third‑party sub‑advisors and the Betterment for Advisors digital platform, plus hourly and annual financial planning and consulting services.
The firm’s investment process emphasizes strategic asset allocation and employs a combination of fundamental, technical and charting analysis, with accounts managed for short‑term trading or longer‑term positions depending on client objectives. Investment management is delivered by Advisor Representatives who operate as independent contractors, may be dually registered, and can allocate client assets to third‑party managers or Betterment custom/constructed portfolios subject to client directions or restrictions.
What differentiates Vanderbilt relative to many enterprise peers is its formal integration with retirement‑plan and benefits firms — including a relationship with Retirement Planning & Administration, Inc. and Diefendorf Planning Services Ltd. — which supports pension consulting and plan administration alongside advisory services; this adviser–TPA/benefits integration is uncommon among firms of its size. The firm also maintains an affiliated broker‑dealer and a mix of traditional and wrap‑fee platforms, producing an integrated adviser, broker and plan‑administration structure that influences how services and custodial arrangements are provided.
Based on Vanderbilt Advisory Services
Expertise
Based on Vanderbilt Advisory Services
Location
18 Kings Highway North
Westport CT 06880
Advisors at this office
3
Advisors at this office
Daniel M
Series 63, Series 66
Westport, CT
Vanderbilt Advisory Services
Daniel Morris is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. His prior work includes roles at Westport Capital Markets and Oppenheimer. He is also involved in fixed insurance sales as an Investment Advisor Representative. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.
Eric R
Series 63, Series 65
Westport, CT
Vanderbilt Advisory Services
Eric Rabaskas is a financial advisor at Vanderbilt Advisory Services with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms including Westport Capital Markets, Source Capital Group, Janney Montgomery Scott, and Ryan Beck & Co. since 2003. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation using fundamental, technical, and charting analysis, and integrates retirement-plan consulting and administration with advisory services through unique partnerships and an affiliated broker-dealer.
Albert D
Series 63, Series 65
Westport, CT
Vanderbilt Advisory Services
Albert D'amato Sr. is a financial advisor at Vanderbilt Advisory Services with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Westport Capital Markets and Ameriprise Financial Services, Inc. outside of his advisory role, he serves as a Senior Wealth Manager at Vanderbilt Financial Group-Westport. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm combines fundamental, technical, and charting analysis within a strategic asset allocation framework and is notable for its integration with retirement-plan and benefits firms, offering a comprehensive approach to investment management and plan administration.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)