168 Forest Avenue, Suite 101
Locust Valley, NY 11560
Phone (516) 759-3900
Fax (516) 759-3928
© 2021 All Rights Reserved 3 Dimensional Wealth Advisory
3 Dimensional Wealth Advisory 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 Vanderbilt Advisory Services & Consolidated Portfolio Review.
Clearing agents: Fidelity Clearing & Custody Solutions, Charles Schwab & TD Ameritrade
Insurance Services offered through Vanderbilt Insurance and other agencies
For additional information on services, disclosures, fees, and conflicts of interest,
please visit www.vanderbiltfg.com/disclosures