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 listed as SEC-registered in 2025. Ownership is reported as a combination of a domestic entity and an individual. The firm is categorized as "Unclassified" in the provided data and is not identified as a capital allocator. The dataset indicates the firm is not an active ESG investor, is not registered as a multi-state adviser, and is not flagged as a pension consultant or related adviser. The firm did not supply granular disclosures about its core business lines, advisory activities, client segments, or fee schedule in the source material. That limits visibility into its target clients, service model (wealth management, institutional, or otherwise), and typical compensation arrangements.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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
  • Edward Rumell

    Edward Rumell

    Head of US ETF DistributionCRD 4459034

  • Will Dixon

    Will Dixon

    Vice PresidentCRD 8152185

  • Pierre Domine

    Registered RepresentativeCRD 7988791

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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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