Milan K. Madhani
Investment adviser representative at Vanderbilt Advisory Services
22 yearsExperience
2 statesRegistered in
$2.1BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Vanderbilt Advisory ServicesJun 2020 to now
- Vanderbilt Securities, LLCJun 2020 to now
- Vimlan Tax Services LLCSep 2004 to now
- Hd Vest Insurance Agency IncMar 2014 to Jun 2020
- Hd Vest Advisory ServicesJul 2013 to Jun 2020
- H.D. Vest Investment ServicesDec 2011 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Vanderbilt Advisory Services
Legal name: Pfg Investments, LLC
$2.1BAssets managed
6,470Clients
162Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4365064
- Firm CRD
- 116537