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 shows an SEC registration year of 2025. Ownership is reported as a combination of a domestic entity and an individual. The firm’s regulatory classification is listed as unclassified in the record. The snapshot indicates Veles Securities does not act as a capital allocator, is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not designated as a pension consultant or related adviser. Public disclosures provided to FINTRX are sparse: key items such as fee structure, stated business activities, and advisory services were not supplied in the data set. That limits visibility into client focus, service model, and investment approach.

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
  • Lexine Passman

    Lexine Passman

    Chief Financial OfficerCRD 7320529

Contacts

3 of 9
  • Edward Rumell

    Edward Rumell

    Head of US ETF DistributionCRD 4459034

  • GianLuca Pavlovic

    GianLuca Pavlovic

    Insurance Options RepresentativeCRD 7320845

  • Will Dixon

    Will Dixon

    Vice PresidentCRD 8152185

Unlock 6 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth