Univest Securities, LLC

Overview

Univest Securities, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. Ownership is listed as a mix of a domestic entity and individual owners. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It also is described as a single-state adviser rather than a multi-state adviser, and it is not noted as a pension consultant or a related adviser. The record provides limited detail on the firm’s client footprint, fee arrangements, or day-to-day advisory and business activities. Where the dataset does provide allocation information, that activity appears to be executed through third‑party managers rather than internally managed, consistent with the non-capital‑allocator designation.

Assets & Accounts

Investments & Alternatives

Location & Offices