Vinee T. Mehta
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Vinee Taneja Mehta's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 1, 2023 - Present
TRULY UNBIASED LLC
April 8, 2024 - Present
NECTARINE
January 12, 2022 - June 1, 2022
ORIGIN INVESTMENT ADVISORY LLC
March 30, 2015 - February 1, 2016
TGP SECURITIES, INC.
March 10, 2014 - July 30, 2016
MWM
September 14, 2010 - April 1, 2014
STRATEGIC ADVISERS LLC
April 29, 2010 - April 2, 2014
FIDELITY BROKERAGE SERVICES LLC
November 30, 1999 - December 31, 2002
SIGNATOR INVESTORS, INC.
October 14, 1999 - October 28, 2005
SIGNATOR INVESTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/1/2023)
(4/9/2024)
Exams
Current Firm
TRULY UNBIASED LLC
CRD#: 322989 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 41 |
| AUM (Assets Under Management) | $ 125,000,000 |
Red Flags
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