Amerivet Securities, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 34786
- Registered since
- September 9, 1993
- Website
- amerivetsecurities.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Amerivet Securities, Inc. operates as a California-registered corporation and is organized as an independent broker‑dealer. The firm functions primarily as a broker‑dealer and as a platform for registered representatives, while also offering advisory services that include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements listed include both percentage-of-AUM and fixed-fee structures. The firm is not identified as an active ESG investor in the available data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
James Tabacchi
Chief Executive OfficerCRD 2355049

Jason Schuit
Co-Chief Investment OfficerCRD 2426827

Donald Webbe
Chief Operating OfficerCRD 4436309
Contacts
3 of 9
Elton Johnson
FounderCRD 844428

John Kelly
Vice PresidentCRD 2087497

Michael Naidrich
Senior Managing DirectorCRD 2446693
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1155 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
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