Vanessa Bursztyn, financial advisor New York NY

Vanessa Bursztyn

CRD Number: 6646124
Current Firm: Iconiq Capital, LLC

Vanessa Bursztyn (CRD# 6646124) is an Investment Advisor Representative working at Iconiq Capital, LLC in New York, NY and has over 5 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Iconiq Capital New York City, NY Jul 2018 - Current 5
Full-time Education Evanston, IL Sep 2017 - Jun 2018 < 1
Jpmorgan Miami, FL Jun 2017 - Aug 2017 < 1
Full-time Education Evanston, IL Sep 2016 - Jun 2017 < 1
Shore Capital Partners Chicago, IL Jan 2017 - Mar 2017 < 1
Abn Amro Chicago, IL Jun 2016 - Aug 2016 < 1
Full-time Education Miami, FL Aug 2008 - Jun 2016 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2018
Contact Info for Vanessa Bursztyn
Phone Number: 415-967-7763
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    84,187
    MILLIONS
  • Total Number of Accounts
    1,477
    ACCOUNTS
  • Average Account Value
    $56,998,898
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, NY, TX

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