Veritas Capital Securities L.L.C.

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
22
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
323755
Registered since
September 12, 2023

Firm profile

FINTRX

Overview

Veritas Capital Securities L.L.C. is organized as a limited liability company and is listed as SEC-registered in 2023. Ownership is reported as a combination of a domestic corporate entity and an individual. The firm's regulatory snapshot categorizes it as unclassified and indicates it does not act as a capital allocator. It is not identified as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser per the record. Public disclosures offer limited detail about the firm’s advisory activities and business lines; the record does not include a description of client segments, fee schedules, or specific service 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

1 of 1
  • Nicholas Merlino

    Chief Compliance OfficerCRD 5730516

Contacts

3 of 21
  • Jayne Levy

    Jayne Levy

    AssociateCRD 7248473

  • Rushin Shah

    Founding PartnerCRD 4341361

  • Yana Mitelman

    Yana Mitelman

    DirectorCRD 6014413

Unlock 18 more contacts

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
9 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth