AMVEST CAPITAL SECURITIES LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 329978
- Registered since
- April 10, 2025
Firm profile
FINTRXOverview
Amvest Capital Securities LLC is listed as a limited liability company and, per the FINTRX snapshot, is recorded as SEC-registered in 2025. Ownership is indicated as a mix of a domestic entity and individual ownership. The firm is classified in FINTRX as "Unclassified" and is not identified as a capital allocator. The profile also flags the adviser as not active on ESG, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. The source record does not provide detail on the firm's advisory model, target client segments, fee schedules, or specific business activities.
Assets & Accounts
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
1 of 1JOHN BYRNE
Chief Compliance OfficerCRD 1255284
Contacts
3 of 8DENNIS MCCRARY
Managing DirectorCRD 4247135
TRACIE OKEEFE
FinOpCRD 5924814
MICHAEL WOLFE
Managing MemberCRD 4758364
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
- 570 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
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