VERITAS CAPITAL SECURITIES L.L.C.

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
21
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 recorded as an SEC-registered adviser in 2023. Ownership is reported to involve both a domestic entity and an individual. The firm is listed without a specific classification in the source data. The dataset indicates Veritas Capital Securities is not documented as a capital allocator, not an active ESG investor, and is not identified as a multi-state adviser. It is likewise not flagged as a pension consultant or a related adviser. The firm has not provided detail on its client segments, fee structure, core business activities, or specific advisory services in the available records.

Assets & Accounts

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 20
  • JAYNE LEVY

    AssociateCRD 7248473

  • RUSHIN SHAH

    Founding PartnerCRD 4341361

  • YANA MITELMAN

    DirectorCRD 6014413

Unlock 17 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