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RD

Robert E. Drum

VANDERBILT SECURITIES
Encino, CA
Some features on this profile are disabled
CRD#: 2230744
RD

Professional summary


Robert Earl Drum, who also goes by Bob Drum, is a registered financial professional currently at VANDERBILT SECURITIES, LLC located in Encino, California.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1993. Robert has worked at 11 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Drum

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Robert Earl Drum's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 2, 2024 - Present

VANDERBILT SECURITIES, LLC

BD
CRD#: 5953
Encino, CA
Past

August 2, 2018 - December 31, 2023

CROWN CAPITAL SECURITIES, L.P.

BD
CRD#: 6312
Encino, CA
Past

June 17, 2016 - August 7, 2018

SILBER BENNETT FINANCIAL, INC.

BD
CRD#: 156435
ENCINO, CA
Past

July 5, 2012 - August 27, 2014

INTEGRITY ALLIANCE, LLC.

BD
CRD#: 139627
ENCINO, CA
Past

October 10, 2007 - July 16, 2012

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
ENCINO, CA
Past

August 7, 2007 - September 21, 2007

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
NORTHRIDGE, CA
Past

October 7, 2002 - August 14, 2007

LPL FINANCIAL LLC

BD
CRD#: 6413
NORTHRIDGE, CA
Past

July 15, 2002 - October 8, 2002

PLANMEMBER SECURITIES CORPORATION

BD
CRD#: 11869
CARPINTERIA, CA
Past

August 4, 2000 - July 15, 2002

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

July 22, 1995 - June 28, 2000

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT
Past

April 28, 1993 - July 18, 1995

RELIASTAR FINANCIAL MARKETING CORP.

BD
CRD#: 4234
SEATTLE, WA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/2/2024)
RR
Michigan
(1/2/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 4/30/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


VS
VANDERBILT SECURITIES, LLC
RICHARDT-ALYN & CO. | VANDERBILT SECURITIES, LLC | VANDERBILT SECURITIES

CRD#: 5953 / SEC#: , 8-16712

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
125 Froehlich Farm Blvd., Woodbury, NY 11797
Mailing Address
125 Froehlich Farm Blvd., Woodbury, NY 11797
Phone number
(631) 845-5100
Established
New York since 12/05/2001
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
VANDERBILT CAPITAL, LLCSOLE OWNER
ANTENOR, JR, DANIELCHIEF OPERATIONS OFFICER/OPTIONS/MUNI5839052
DISTANTE, STEPHEN ALFREDCEO - LIMITED PARTNER2206574
PLAPP, MEGAN LYNNFINOP, POO, PFO, CFO6790596
THOMAS, MICHELLE DENISECHIEF COMPLIANCE OFFICER2210435
TRIFILETTI, JOSEPH JOHNPRESIDENT5295897

Disclosures


Regulatory Event5
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VANDERBILT SECURITIES, LLC

CRD#: 5953Encino, CA

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