Wells Fargo Advisors
46yrs
Top advisor by experience in Woodbury
35yrs
Eric Bilitz has worked in the financial industry for 35 years and is a fiduciary financial advisor based in Woodbury, New York. After 23 years at Ameriprise Financial Services, Eric joined Vanderbilt Advisory Services in 2024, a firm offering financial planning and investment management. Vanderbilt Advisory Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 244 advisors with offices in Woodbury, and one of 203 fiduciaries.
At a glance
Experience35 years (since 1992)
How that compares ?Top 9% by experience nationwide
Office125 Froehlich Farm Blvd., Woodbury, NY 11797
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$327,118
Advisors at the firm156
States licensed ?2 states
Services through Vanderbilt Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowVanderbilt Advisory ServicesCurrent firm
- 2001 – 2024Ameriprise Financial Services, LLCPreviously
Contact Eric
(631) 845-5100Vanderbilt Advisory Services main office 125 Froehlich Farm Blvd.Woodbury, NY 11797Office · Get directions Firm websitewww.pfgnyonline.com
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Vanderbilt Advisory Services at (631) 845-5100 and ask for Eric Bilitz. Eric works from the Woodbury, NY office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1992, about 35 years. Top 9% by experience nationwide.
What licenses does Eric hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Vanderbilt Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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