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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JOHN BYRNE

    Chief Compliance OfficerCRD 1255284

Contacts

3 of 8
  • DENNIS MCCRARY

    Managing DirectorCRD 4247135

  • TRACIE OKEEFE

    FinOpCRD 5924814

  • MICHAEL WOLFE

    Managing MemberCRD 4758364

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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