Vedant Mimani, financial advisor Miami Beach FL

Vedant Mimani

CRD Number: 2779409
Current Firm: Fortuna Investors LLC

Vedant Mimani (CRD# 2779409) is an Investment Advisor Representative working at Fortuna Investors LLC in Miami Beach, FL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Fortuna Investors LLC Miami Beach, FL Jul 2014 - Current 9
Self-employed Miami Beach, FL May 2014 - Dec 2017 3
Atyant Capital Management Ltd Port Louis, May 2005 - May 2014 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1996
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Vedant K. Mimani
Phone Number: 917-386-4708
Registered State(s):
  • CA
  • FL
  • NY
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $152,385
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, NY, TX

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