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 organized as a corporation that registered with the SEC in 2005. Public records identify its owner type as a mix of a domestic entity and an individual. The firm is classified as unclassified in the available dataset and is not described as a capital allocator. It is also not identified as an active ESG investor, not a multistate adviser, not newly formed, and not a pension consultant or related adviser under the supplied information. The source does not provide a breakdown of the firm’s advisory or business activities.
Assets & Accounts
Investments & Alternatives
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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