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 recorded as a limited liability company that registered with the SEC in 2015. FINTRX shows ownership as a mix of a domestic entity and an individual and classifies the firm as "Unclassified." The dataset does not list the firm's advisory or business activities in detail. Registry flags indicate Velocity Capital is not identified as a capital allocator, not an active ESG investor, not a pension consultant, not a related adviser, and is not designated as a multi-state adviser.

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

3 of 8
  • Roy Yan

    CEOCRD 2352916

  • Lucio Flores

    Lucio Flores

    CTOCRD 6463500

  • Jeffrey Smith

    Jeffrey Smith

    Chief Compliance OfficerCRD 2492551

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Contacts

3 of 15
  • Joseph Dalessio

    Joseph Dalessio

    Product DevelopmentCRD 7317595

  • Domenick Migliorato

    Domenick Migliorato

    AnalystCRD 7950223

  • Joseph Antico

    Joseph Antico

    FinanceCRD 7331989

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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