Vineer Bhansali (CRD# 3027768) is an Investment Advisor Representative working at Longtail Alpha, LLC in Newport Beach, CA and has over 25 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Longtail Alpha, LLC | Newport Beach, CA | Dec 2015 - Current | 8 |
| Pimco Investments LLC | Newport Beach, CA | Feb 2011 - Dec 2015 | 4 |
| Pacific Investment Management Company LLC | Newport Beach, CA | Mar 2000 - Dec 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1998 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
- CA
- TX
-
Total Assets Under Management722MILLIONS
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$72,193,866
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Other
CA, CO, FL, IL, NV, OH, TX, WV
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