Gary Joseph Vyneman
Professional Summary
Gary Joseph Vyneman is a registered financial advisor currently at PROBITAS FINANCIAL located in Newport Beach, California and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Newport Beach, California. Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Gary has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
22 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
PROBITAS FINANCIAL | VYNEMAN, GARY JOSEPH
Contact Information
Main Address
1500 Quail Street Suite 540, Newport Beach, CA 92660Phone Number
(949) 528-6060# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
145AUM (Assets Under Management)
$74,684,052Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(1/16/2026)
(5/2/2012)
(1/31/2017)
(6/23/2025)
(2/6/2024)
(9/27/2017)
(1/27/2021)
(11/1/2021)
(4/10/2023)
(1/2/2024)
(2/20/2019)
(12/22/2014)
(9/26/2017)
(1/31/2017)
(8/21/2026)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Gary Joseph Vyneman's CRS (Customer Relationship Summary).
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