Unclaimed Profile

Avi Deutsch

VODIA CAPITAL, LLC·LINCOLN, Massachusetts

Series 65Clean record8 years registeredVODIA CAPITAL, LLC

55 OLD BEDFORD ROAD, LINCOLN, MA 01773CRD# 6917844Firm CRD# 131751

Profile Verification

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

Identity

Avi Deutsch · LINCOLN, MA

Registration

CRD #6917844 · VODIA CAPITAL, LLC · 8 years registered

Brand Profile

Not yet started

Career History

ROBERTSON STEPHENS

Dec 2022 – present

VODIA CAPITAL, LLC

Mar 2018 – Dec 2022

BROOKLYN, NY

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 7, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VODIA CAPITAL, LLC

CRD 131751 · SEC 801-119068

AUM

$202M

Regulatory assets under management

Employees

357 client accounts

Services offered by VODIA CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at VODIA CAPITAL, LLC →

Introduction

Speak with Avi

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Avi is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LINCOLN?

Browse all registered financial advisors in LINCOLN, Massachusetts or claim this profile if it's yours.

Browse LINCOLN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Avi Deutsch offer?

Avi Deutsch specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LINCOLN, Massachusetts for a consultation.

What are Avi Deutsch's credentials?

Avi Deutsch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Avi Deutsch located?

Avi Deutsch is based in LINCOLN, Massachusetts, working with VODIA CAPITAL, LLC. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.

How does Avi Deutsch charge for services?

Avi Deutsch'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 VODIA CAPITAL, LLC?

VODIA CAPITAL, LLC has approximately 5 employees and manages $202M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →