Amvest Capital Securities LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
329978
Registered since
April 10, 2025

Firm profile

FINTRX

Overview

Amvest Capital Securities LLC is organized as a limited liability company and shows an SEC registration year of 2025. Ownership is listed as a combination of a domestic entity and an individual. Regulatory classification is marked as unclassified in the source data. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, or a related adviser. The firm has not provided detail on its business activities, advisory services, client segments, or fee structure in the available records.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • John Byrne

    John Byrne

    Chief Compliance OfficerCRD 1255284

Contacts

3 of 8
  • Dennis Mccrary

    Dennis Mccrary

    Managing DirectorCRD 4247135

  • Michael Wolfe

    Michael Wolfe

    Managing MemberCRD 4758364

  • Stuart Macliver

    Stuart Macliver

    Co-Founder and Managing PartnerCRD 6854666

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Wealth teams

FINTRX

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
570 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth