Invested Better
Unclaimed

Unclaimed

Unclaimed

Vinay Munikoti

System Research, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Vinay? Claim Your Profile

About Vinay Munikoti

Vinay Munikoti is a registered Investment Advisor Representative with System Research, LLC. Vinay Munikoti is a licensed Investment Advisor Representative in New York. Vinay Munikoti has been with System Research, LLC since September 2008. The firm provides portfolio management for individuals, and market timing services. The firm has approximately 35 clients and has $3,542,882 in assets under management.

Firm Information

Vinay Munikoti is currently registered with System Research, LLC. System Research, LLC is an investment advisor that provides portfolio management for individuals and market timing services. The firm manages approximately $3,542,882 in assets for 35 clients, including high-net-worth individuals and individuals other than high-net-worth.

$3.54M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Vinay Munikoti’s Registration & Firm History

NY

06/17/2021 - Present

System Research, LLC (WHITE PLAINS NY)

Not sure if Vinay Munikoti is right for you?

Licenses & Designations

IA

Issued 09/21/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/18/2011

Series 34 - Retail Off-Exchange FOREX Examination

BC

Issued 02/16/2010

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vinay Munikoti.
Not sure if Vinay Munikoti is right for you?