Menu
UPOA member can benefit from this awesome resource:
Kimberly A Mallas is a licensed registered representative through Vanderbilt Securities and an investment advisor representative through Consolidated Portfolio Review
Stonefield Wealth Management and Vanderbilt Financial Group are separate and unaffiliated entities.
Vanderbilt Financial Group is the marketing name for Vanderbilt
Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member
FINRA, SIPC. Registered with MSRB.
Clearing agent: Fidelity Clearing & Custody Solutions
Advisory Services offered through Consolidated Portfolio Review
Custodians: Fidelity Clearing & Custody Solutions & Charles
Schwab
Insurance Services offered through Vanderbilt Insurance and
other agencies
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797
• 631-845-5100
For additional information on services, disclosures, fees, and
conflicts of interest, please visit www.vanderbiltfg.com/disclosures