Atomic Vaults Securities, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
El Cajon, California
CRD number
317194
Registered since
October 16, 2023

Firm profile

FINTRX

Overview

Atomic Vaults Securities, LLC is organized as a limited liability company and is registered with the SEC as of 2023. The firm's ownership is reported as a mix of a domestic entity and an individual. FINTRX classifies the firm as unclassified and indicates it is not a related adviser, not a pension consultant, and not a multi-state adviser. The snapshot also flags that the firm is not identified as a capital allocator and is not an active ESG investor. The public-facing information captured in the snapshot provides minimal detail on the firm's advisory services, client segments, or fee arrangements. That lack of descriptive activity data makes it difficult to discern whether Atomic Vaults is operating as a conventional RIA, acting in a broker-dealer capacity, or serving another intermediary role.

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

1 of 1
  • Ming Zhao

    Ming Zhao

    CEOCRD 6505155

Contacts

3 of 3
  • Peter Galligan

    Peter Galligan

    Financial PrincipalCRD 1873304

  • Melissa Costine

    Melissa Costine

    CCOCRD 2646983

  • Tremaine Tasher

    Tremaine Tasher

    Registered PrincipalCRD 6742292

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

El Cajon, CA

San Diego

Location

El Cajon, CA

Headquartered in El Cajon, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
976 Finch St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth