Velocityhealth Securities, Inc.
Firm details
- Headquarters
- Nashville, Tennessee
- CRD number
- 134616
- Registered since
- July 8, 2005
- Website
- www.velocityhealth.com
Firm profile
FINTRXOverview
Velocityhealth Securities, Inc. is a corporation that registered with the SEC in 2005. The firm's ownership is listed as a combination of a domestic entity and an individual. Public data classifies the firm as unclassified and indicates it is not a capital allocator. It is not flagged as an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The record does not include descriptions of the firm's business lines, advisory services, client types, or fee structure, so there is no public detail about how the firm positions itself in the marketplace or the investment strategies it employs.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Kevin Esval
Founder, Managing DirectorCRD 1787897

Anthony Meyers
Managing DirectorCRD 2485782

Dale Yakin
Managing DirectorCRD 3122557
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Nashville, TN
Davidson
Location
Nashville, TN
Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Davidson
- Address
- 95 White Bridge Pike
- Time zone
- CT (UTC-6)
- Office locations
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