Moshe Nison l Alpert
Investment adviser representative at Vanderbilt Advisory Services
11 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$2.1BFirm assets
Are you Moshe Nison l Alpert? Claim your profile
Contact this firm
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
11 years in the industry.
- Vanderbilt Advisory ServicesSep 2026 to now
- Vanderbilt Securities, LLCSep 2026 to now
- Northwestern Mutual Wealth Management CompanyAug 2017 to Sep 2026
- Northwestern Mutual Investment Services LLCJul 2015 to Sep 2026
- Northwestern Mutual Life Insurance CompanyJan 2015 to Sep 2026
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 6433535
- Firm CRD
- 116537