VELOCITY CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
23
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
171810
Registered since
January 6, 2015

Firm profile

FINTRX

Overview

Velocity Capital, LLC is a limited liability company that registered with the SEC in 2015. Public records classify the firm as unclassified and identify its ownership as a combination of a domestic entity and an individual. The firm does not identify itself as a capital allocator and is not listed as an active ESG investor. It is not designated as a multi-state adviser, and filings indicate it is not a newly formed adviser, a pension consultant, or a related adviser. The firm has not provided descriptive details about its advisory activities, client segments, or fee arrangements in the available data, and it supplied no material on external affiliations or industry activities.

Assets & Accounts

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

3 of 8
  • ROY YAN

    CEOCRD 2352916

  • LUCIO FLORES

    CTOCRD 6463500

  • JEFFREY SMITH

    Chief Compliance OfficerCRD 2492551

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Contacts

3 of 15
  • Joseph DAlessio

    Product DevelopmentCRD 7317595

  • Domenick Migliorato

    AnalystCRD 7950223

  • JOSEPH ANTICO

    FinanceCRD 7331989

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Wealth teams

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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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
199 Water St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth