Amerivet Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Accounts
0
Employees
1
Advisory reps
13
Brokerage reps
1
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
34786
Registered since
September 9, 1993
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • James Tabacchi

    James Tabacchi

    Chief Executive OfficerCRD 2355049

  • Jason Schuit

    Jason Schuit

    Co-Chief Investment OfficerCRD 2426827

  • Donald Webbe

    Donald Webbe

    Chief Operating OfficerCRD 4436309

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Contacts

3 of 9
  • Elton Johnson

    Elton Johnson

    FounderCRD 844428

  • John Kelly

    John Kelly

    Vice PresidentCRD 2087497

  • Michael Naidrich

    Michael Naidrich

    Senior Managing DirectorCRD 2446693

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth