Vinee T. Mehta

TRULY UNBIASED LLC

ALISO VIEJO, CA

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CRD#: 3269001

Professional summary

Vinee Taneja Mehta, AIF®, CFP®, who also goes by VInee Mehta, is a registered financial advisor currently at TRULY UNBIASED LLC located in Aliso Viejo, California and NECTARINE located in Aliso Viejo, California.

Vinee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Vinee has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Vinee Mehta

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.

Vinee Mehta investment-related private residence in Aliso Viejo, CA two residential real estate rentals Owner since 2004 4 hours per month 0 hours during trading Review monthly financial reports and provide owner input to property managers as needed.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vinee Taneja Mehta's 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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Experience

Current

January 1, 2023 - Present

TRULY UNBIASED LLC

RIA

CRD#: 322989

ALISO VIEJO, CA

Current

April 8, 2024 - Present

NECTARINE

RIA

CRD#: 327155

Aliso Viejo, CA

Past

January 12, 2022 - June 1, 2022

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

MIAMI BEACH, FL

Past

March 30, 2015 - February 1, 2016

TGP SECURITIES, INC.

CRD#: 159008

SUMMIT, NJ

Past

March 10, 2014 - July 30, 2016

MWM

RIA

CRD#: 169912

LA JOLLA, CA

Past

September 14, 2010 - April 1, 2014

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SANTA MONICA, CA

Past

April 29, 2010 - April 2, 2014

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SANTA MONICA, CA

Past

November 30, 1999 - December 31, 2002

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

IRVINE, CA

Past

October 14, 1999 - October 28, 2005

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

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.

Highlighted states indicate IAR registrations

IAR

California
(1/1/2023)

IAR

Texas
(4/9/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/13/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/27/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/1/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/28/2010

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 11/27/2012

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 9/15/2012

General Securities Sales Supervisor - Options Module Examination

Current Firm

TRULY UNBIASED LLC

CRD#: 322989 / SEC#:

California

Registered Investment Advisory firm - (1/1/2023 Approved)

Texas

Registered Investment Advisory firm - (3/18/2025 Conditional Restricted)

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Contact information

Main Address

Aliso Viejo, CA

Mailing Address

Phone number

(949) 478-4329

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Firm Stability Insights

Vinee T. Mehta

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vinee Taneja Mehta's CRS (Customer Relationship Summary).

Certified licenses

Experience

NECTARINE

ORIGIN INVESTMENT ADVISORY LLC

TGP SECURITIES, INC.

MWM

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/13/2010

Series 63

Date: 5/27/2010

SIE

Date: 2/1/2016

Series 7

Date: 4/28/2010

Series 10

Date: 11/27/2012

Series 9

Date: 9/15/2012

Current Firm

TRULY UNBIASED LLC

Contact information

Documents

Red Flags

Company Information

TRULY UNBIASED LLC

TRUST BUT VERIFY

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