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Chief Financial Officer · Offit Capital

Vincent M. Rella

CRD 1880242 · Named on Form ADV at one SEC-registered adviser

At a glance

Offit Capital, an SEC-registered wealth manager based in New York, NY with $20.6 billion in regulatory assets, lists Vincent M. Rella on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

  • Offit CapitalChief Financial OfficerWealth manager · New York, NY · $21B in regulatory assets

AtlasMembers

Vincent’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Vincent’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.