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Vitaly Veksler

Beyond Borders Investment Strategies, LLC

Boston, MA

CRD 4568214

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Employer firm

Beyond Borders Investment Strategies, LLC CRD 169513

$482.6K regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Beyond Borders Investment Strategies, Llc

Brookline, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2014-08-06
  • MA RA
    APPROVED
    Since 2014-08-06

Branch Locations

Boston, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beyond Borders Investment Strategies, Llc Boston MA 01/2014 Present
Previous Registrations
  • 2004-07-07 → 2005-02-09
    State Street Research & Management Company
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-11
  • S66 Uniform Combined State Law Examination
    2002-10-11
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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