VESTLY ADVISORY
VESTLY ADVISORY of MIAMI, FL is an SEC-registered investment adviser (CRD 338768).
Registration
- CRD: 338768
- SEC file number: 801-136718
- Type: Registered investment adviser
- Location: 1111 BRICKELL AVENUE, SUITE 1850, MIAMI, FL, 33131
- Phone: 954-383-1919
- Latest filing: 2026-06-11
- Clients: 1
Business model
Compensation: % of AUM, Fixed, Other.
Clients served: High net worth, Pooled vehicles, Charities.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Rajiv Shah | CHIEF COMPLIANCE OFFICER | Palo Alto, CA |
More on this firm