Unclaimed Profile

Vincent Stanislas Korta

BAILARD, INC.·FOSTER CITY, California

Series 7, Series 66Clean record15 years registeredBAILARD, INC.

950 TOWER LN, FOSTER CITY, CA 94404-2131CRD# 5867698Firm CRD# 110550

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Vincent Stanislas Korta · FOSTER CITY, CA

Registration

CRD #5867698 · BAILARD, INC. · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BAILARD, INC.

BAILARD, INC.

May 2011 – Dec 2018

FOSTER CITY, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · May 19, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BAILARD, INC.

CRD 110550 · SEC 801-8562

AUM

$6.1B

Regulatory assets under management

Employees

2,451 client accounts

Services offered by BAILARD, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BAILARD, INC. →

Introduction

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Frequently Asked Questions

What services does Vincent Stanislas Korta offer?

Vincent Stanislas Korta specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Vincent Stanislas Korta's credentials?

Vincent Stanislas Korta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Vincent Stanislas Korta located?

Vincent Stanislas Korta is based in FOSTER CITY, California, last registered with BAILARD, INC..

How does Vincent Stanislas Korta charge for services?

Vincent Stanislas Korta's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BAILARD, INC.?

BAILARD, INC. has approximately 75 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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