AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
TC

Tiffany M. Carrion

VANDERBILT ADVISORY SERVICES
St Augustine, FL 32084
Some features on this profile are disabled
CRD#: 7999419
TC

Professional summary

Tiffany Marie Carrion, who also goes by Tiffany Carrion, Tiffany Marie Stewart, Tiffany Stewart, is a registered financial advisor currently at VANDERBILT ADVISORY SERVICES located in St Augustine, Florida and VANDERBILT SECURITIES, LLC located in St Augustine, Florida.

Tiffany is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Tiffany has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tiffany Carrion | Tiffany Marie Stewart | Tiffany Stewart

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) - RIA

Click below to view Tiffany Marie Carrion'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

August 5, 2025 - Present

VANDERBILT ADVISORY SERVICES

Office #1: 125 King Street, Suite B, St Augustine, FL 32084
RIA
CRD#: 116537
St Augustine, FL
Current

February 13, 2026 - Present

VANDERBILT SECURITIES, LLC

Office #1: 125 King Street, Suite B, St Augustine, FL 32084
BD
CRD#: 5953
St Augustine, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VA
VANDERBILT ADVISORY SERVICES
4KAST ADVISORS LLC | WORDEN WEALTH MANAGEMENT | WILLIAMS CAPITAL CORPORATION | WEALTH MARK ADVISORY SERVICES | WEALTH MANAGEMENT STRATEGIES | WCM FINANCIAL MANAGEMENT | WARD FINANCIAL | WALSH FINANCIAL SOLUTIONS | VANDERBILT FINANCIAL GROUP WESTPORT | VANDERBILT ADVISORY SERVICES | THE RETIREMENT OPTIMIZATION GROUP | TAVERNIER WEALTH MANAGEMENT | TASK FORCE INVESTMENTS | STERLING CAPITOL LLC | SQUAW ISLAND LLC. | SKYE HARBOR FINANCIAL | SENTIGENT FINANCIAL SOLUTIONS, LLC | SENIOR WEALTH MANAGEMENT, INC. | RAINBOW INVESTMENT SOLUTIONS | QUALITY FINANCIAL CONCEPTS | PREMAC WEALTH MANAGEMENT | PREFERRED FINANCIAL GROUP | PFG INVESTMENTS, LLC | MOREAU FINANCIAL PLANNING | MMS ASSET MANAGEMENT | MASTERPIECE FINANCIAL GROUP | LUNARIA FINANCIAL | KT WEALTH MANAGEMENT | KING PLAN ADVISORY GROUP | KEYSTONE FINANCIAL EDGE INC | JACK CHITE & ASSOCIATES | J. BROWER & ASSOCIATES | INFINITE INVESTMENT STRATEGIES LLC | ILN SECURITIES LLC | HIRSCH ASSOCIATES | HARBORWISE FINANCIAL | HANSEN'S ADVISORY SERVICES | GRYPHON ASSET MANAGEMENT | GREENVEST | GARDINER PRIVATE WEALTH MANAGEMENT | FORTRESS WEALTH SOLUTIONS, LLC | FAVA WEALTH MANAGEMENT | EVANS GROUP FINANCIAL ADVISORS | ENDEAVOR FINANCIAL GROUP | EMPOWERED INVESTMENTS | CURBELO WEALTH MANAGEMENT GROUP LLC | CORNELIUS ASSET MANAGEMENT | CORE VALUE INVESTMENT GROUP | COMMON INTERESTS | CJW FINANCIAL SERVICES | CHASE KELLY | CHAMBERLAIN GROUP | CENTERED WEALTH | BRIN FINANCIAL | BAKER WEALTH MANAGEMENT | ARK FINANCIAL | AMERICAN CENTURION FINANCIAL | ALPHA WAVE ADVISORS | AFTON CAPITAL MANAGEMENT | ABUNDANCE WEALTH SOLUTIONS

CRD#: 116537 / SEC#: 801-77166

RIA
Registered Investment Advisory firm - (10/23/2012 Approved)
California
Registered Investment Advisory firm - (11/5/2012 Terminated)
Connecticut
Registered Investment Advisory firm - (11/27/2012 Terminated)
Florida
Registered Investment Advisory firm - (10/31/2012 Terminated)
Georgia
Registered Investment Advisory firm - (11/2/2012 Terminated)
Indiana
Registered Investment Advisory firm - (10/31/2012 Terminated)
Maryland
Registered Investment Advisory firm - (11/15/2012 Terminated)
Massachusetts
Registered Investment Advisory firm - (10/31/2012 Terminated)
Minnesota
Registered Investment Advisory firm - (10/31/2012 Terminated)
New Jersey
Registered Investment Advisory firm - (11/28/2012 Terminated)
New York
Registered Investment Advisory firm - (10/31/2012 Terminated)
Ohio
Registered Investment Advisory firm - (12/7/2012 Terminated)
Pennsylvania
Registered Investment Advisory firm - (11/1/2012 Terminated)
South Carolina
Registered Investment Advisory firm - (10/31/2012 Terminated)
Texas
Registered Investment Advisory firm - (10/31/2012 Terminated)
Virginia
Registered Investment Advisory firm - (10/31/2012 Terminated)
West Virginia
Registered Investment Advisory firm - (10/31/2012 Terminated)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
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

IAR
Florida
(8/5/2025)
RR
Florida
(2/14/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/8/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/13/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/25/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

VA
VANDERBILT ADVISORY SERVICES
4KAST ADVISORS LLC | WORDEN WEALTH MANAGEMENT | WILLIAMS CAPITAL CORPORATION | WEALTH MARK ADVISORY SERVICES | WEALTH MANAGEMENT STRATEGIES | WCM FINANCIAL MANAGEMENT | WARD FINANCIAL | WALSH FINANCIAL SOLUTIONS | VANDERBILT FINANCIAL GROUP WESTPORT | VANDERBILT ADVISORY SERVICES | THE RETIREMENT OPTIMIZATION GROUP | TAVERNIER WEALTH MANAGEMENT | TASK FORCE INVESTMENTS | STERLING CAPITOL LLC | SQUAW ISLAND LLC. | SKYE HARBOR FINANCIAL | SENTIGENT FINANCIAL SOLUTIONS, LLC | SENIOR WEALTH MANAGEMENT, INC. | RAINBOW INVESTMENT SOLUTIONS | QUALITY FINANCIAL CONCEPTS | PREMAC WEALTH MANAGEMENT | PREFERRED FINANCIAL GROUP | PFG INVESTMENTS, LLC | MOREAU FINANCIAL PLANNING | MMS ASSET MANAGEMENT | MASTERPIECE FINANCIAL GROUP | LUNARIA FINANCIAL | KT WEALTH MANAGEMENT | KING PLAN ADVISORY GROUP | KEYSTONE FINANCIAL EDGE INC | JACK CHITE & ASSOCIATES | J. BROWER & ASSOCIATES | INFINITE INVESTMENT STRATEGIES LLC | ILN SECURITIES LLC | HIRSCH ASSOCIATES | HARBORWISE FINANCIAL | HANSEN'S ADVISORY SERVICES | GRYPHON ASSET MANAGEMENT | GREENVEST | GARDINER PRIVATE WEALTH MANAGEMENT | FORTRESS WEALTH SOLUTIONS, LLC | FAVA WEALTH MANAGEMENT | EVANS GROUP FINANCIAL ADVISORS | ENDEAVOR FINANCIAL GROUP | EMPOWERED INVESTMENTS | CURBELO WEALTH MANAGEMENT GROUP LLC | CORNELIUS ASSET MANAGEMENT | CORE VALUE INVESTMENT GROUP | COMMON INTERESTS | CJW FINANCIAL SERVICES | CHASE KELLY | CHAMBERLAIN GROUP | CENTERED WEALTH | BRIN FINANCIAL | BAKER WEALTH MANAGEMENT | ARK FINANCIAL | AMERICAN CENTURION FINANCIAL | ALPHA WAVE ADVISORS | AFTON CAPITAL MANAGEMENT | ABUNDANCE WEALTH SOLUTIONS

CRD#: 116537 / SEC#: 801-77166

RIA
Registered Investment Advisory firm - (10/23/2012 Approved)
California
Registered Investment Advisory firm - (11/5/2012 Terminated)
Connecticut
Registered Investment Advisory firm - (11/27/2012 Terminated)
Florida
Registered Investment Advisory firm - (10/31/2012 Terminated)
Georgia
Registered Investment Advisory firm - (11/2/2012 Terminated)
Indiana
Registered Investment Advisory firm - (10/31/2012 Terminated)
Maryland
Registered Investment Advisory firm - (11/15/2012 Terminated)
Massachusetts
Registered Investment Advisory firm - (10/31/2012 Terminated)
Minnesota
Registered Investment Advisory firm - (10/31/2012 Terminated)
New Jersey
Registered Investment Advisory firm - (11/28/2012 Terminated)
New York
Registered Investment Advisory firm - (10/31/2012 Terminated)
Ohio
Registered Investment Advisory firm - (12/7/2012 Terminated)
Pennsylvania
Registered Investment Advisory firm - (11/1/2012 Terminated)
South Carolina
Registered Investment Advisory firm - (10/31/2012 Terminated)
Texas
Registered Investment Advisory firm - (10/31/2012 Terminated)
Virginia
Registered Investment Advisory firm - (10/31/2012 Terminated)
West Virginia
Registered Investment Advisory firm - (10/31/2012 Terminated)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
125 Froehlich Farm Blvd., Woodbury, NY 11797
Mailing Address
Phone number
(631) 845-5100
Established
Firm type
Fiscal year end
# of Employees
161

SEC notice filing (51 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (12/16/2025)

Regulatory assets under management

Total Number of Accounts6,470
AUM (Assets Under Management)$ 2,111,673,883

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 ADVISORY SERVICES

CRD#: 116537St Augustine, FL 32084

TRUST BUT VERIFY

Monitor Tiffany Carrion

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Michael Patrick Mcalpin
Michael McalpinAdvisorCheck Check Mark
INTELLICAPITAL ADVISORS LLC
IAR
PONTE VEDRA, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.