Vivek Kapoor (CRD# 4249308) is an Investment Advisor Representative working at Volaris Capital Management LLC in Millburn, NJ and has over 16 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Volaris Capital Management LLC | Short Hills, NJ | Oct 2016 - Current | 7 |
Credit Suisse Securities (usa) LLC | New York, NY | Apr 2012 - Current | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2007 |
S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- LA
- NJ
- TX
-
Total Assets Under Management455MILLIONS
-
Total Number of Accounts44ACCOUNTS
-
Average Account Value$10,343,556
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA, FL, IL, LA, NE, NJ, NY, OH, PA, TX, VA, WA
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