Vanessa
Bursztyn
Iconiq Capital, LLC
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About this Advisor
Vanessa Bursztyn is a financial advisor working out of New York, New York with a total of 5 years of relevant experience. Bursztyn is an advisor for Iconiq Capital, LLC. Throughout their career, they have worked at Full-Time Education, Abn Amro, Jpmorgan, Iconiq Capital and Shore Capital Partners. Bursztyn maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in California. Iconiq Capital, LLC is a financial advisory firm headquartered in San Francisco, CA. It has offices in two locations and a total of 452 people on staff. It handles $77 billion in assets under management among its 1,416 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 76 charities and foundations. Of its 1,416 client accounts, 47% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Iconiq Capital, LLC provides a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. A financial advisor's fee schedules typically depend on which services the firm provides the client. However, fees billed by Iconiq Capital, LLC likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Iconiq Capital, LLC Brokerage Details
$77,239,703,492
452
1,416
$54,547,813
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Vanessa Bursztyn Work History
Vanessa has been registered as a financial advisor for 5 years.*
Iconiq Capital
Jpmorgan
Full-Time Education
Shore Capital Partners
Abn Amro
Full-Time Education
Full-Time Education
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Vanessa Bursztyn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Iconiq Capital, LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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