Velocityhealth Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Nashville, Tennessee
CRD number
134616
Registered since
July 8, 2005

Firm profile

FINTRX

Overview

Velocityhealth Securities, Inc. is organized as a corporation with ownership described as a domestic entity and an individual. Publicly available records for the firm are minimal: its classification is listed as unclassified and key fields such as business activities, advisory activities, fee structure, and client base are not disclosed. The dataset flags that the firm is not a capital allocator, does not report engagement as an ESG investor, and is not identified as a multi-state or related adviser. The absence of descriptive activity and affiliation data makes it difficult to characterize the firm’s market positioning or service model beyond its corporate form. There are no reported details about product focus, target clientele, or advisory offerings.

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

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Contacts

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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

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth