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Itay Vinik

13 Years of Experience
New York, NY

Itay Vinik is a registered investment advisor at Vectis Capital, based in New York, NY, with 13 years of industry experience. Itay operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
IM Fee
Planning only
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Location

80 Eighth Ave, 5th Floor, New York, NY, 10011

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Itay holds a Texas real estate license and manages multi-family properties in Texas through holding companies, dedicating about half of his time to this activity. He also refers clients to his real estate businesses, though they are under no obligation to use them.

Employment History
Current Registrations
Vectis Capital
June 2026 - Present · 4 mos
Equilibrium Ventures, LLC
June 2020 - Present · 6 yrs 4 mos
Previous Registrations
United Global Advisors, LLC
June 2013 - May 2020 · 6 yrs 11 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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