Viet
Bui

Fiduciary Financial Advisors

CRD#8087406
Investment Advisor
in New York, NY

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About this Advisor

Viet Bui is a financial advisor based in New York, New York, working with Fiduciary Financial Advisors. Viet Bui has previously worked at Fiduciary Financial Advisors, Fully Vested LLC, Service Now, Palantir, Jopwell, Korn Ferry, Ads Talent Consulting, Global Health Corp, New York City Dept Of Small Business Services, The Synergos Institute, Hudson Institute Of Coaching, Infoblox, Westmont College, and Nyu. Viet Bui has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Viet Bui is part of Fiduciary Financial Advisors, which has 5 offices and 38 employees. The firm manages $1.2 billion in assets and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. Fiduciary Financial Advisors offers asset-based, hourly, and fixed fee structures.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

New York, NY

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Fiduciary Financial Advisors Brokerage Details

Total Assets Under Management

$1,165,890,928

NY Average: $943,424,332
Total Number of Employees

38

NY Average: 21
Total Number of Accounts

2,035

NY Average: 1,586
Average Account Size

$572,919

NY Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Viet Bui Work History

2025 - Present (0 year)

Fiduciary Financial Advisors

2024 - Present (1 year)

Fully Vested LLC

2024 - 2024 (< 1 year)

Service Now

2023 - 2024 (1 year)

Service Now

2022 - 2022 (< 1 year)

Palantir

2021 - 2022 (1 year)

Jopwell

2021 - 2021 (< 1 year)

Korn Ferry

2019 - 2021 (2 years)

Korn Ferry

2018 - 2019 (1 year)

Ads Talent Consulting

2018 - 2018 (< 1 year)

Korn Ferry

2017 - 2017 (< 1 year)

Global Health Corp

2017 - 2017 (< 1 year)

New York City Dept Of Small Business Services

2016 - 2016 (< 1 year)

The Synergos Institute

2016 - 2018 (2 years)

Nyu

2015 - 2016 (1 year)

Hudson Institute Of Coaching

2015 - 2015 (< 1 year)

Infoblox

2012 - 2016 (4 years)

Westmont College

Disclosures

Please visit the SEC profile of Viet Bui 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 Fiduciary Financial Advisors

Steven Starnes
Grand Rapids, MI
Bradley Hunter
Grand Rapids, MI
Thomas Blower
Grand Rapids, MI
William Cole
Huntsville, AL
Kristiana Daniels
North Charleston, SC
Timothy Ketelhut
Grand Rapids, MI
Tyler Owczarski
Grand Rapids, MI
Brenda Baier
Westfield, IN

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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