Veles Securities

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Lake In The Hills, Illinois
CRD number
332495
Registered since
October 7, 2025

Firm profile

FINTRX

Overview

Veles Securities is organized as a limited liability company and is recorded as having completed SEC registration in 2025. The FINTRX profile classifies ownership as a mix of a domestic entity and an individual and lists the firm’s classification as unclassified. The record indicates Veles Securities does not operate as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm did not provide detail in the profile about its client segments, fee schedule, core business activities, or specific advisory services, so those aspects are not available from the source data.

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

2 of 2
  • GianLuca Pavlovic

    GianLuca Pavlovic

    Chief Executive OfficerCRD 7320845

  • Lexine Passman

    Lexine Passman

    Chief Financial OfficerCRD 7320529

Contacts

3 of 8
  • Calvin Rawe

    Calvin Rawe

    Strategy & OperationsCRD 7099471

  • Charles Smulevitz

    Charles Smulevitz

    Senior Compliance ManagerCRD 5099387

  • Clinton Kruse

    Clinton Kruse

    Registered RepresentativeCRD 3022862

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lake In The Hills, IL

Mchenry

Location

Lake In The Hills, IL

Headquartered in Lake In The Hills, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Mchenry
Address
530 Wedgewood Cir
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth