Vertical Research Securities, Inc.

Broker-DealerFINRA MemberEst. 2026
Total AUM
—
Advisory reps
18
Avg account
$0

Firm details

Headquarters
Stamford, Connecticut
CRD number
334696
Registered since
January 27, 2026

Firm profile

FINTRX

Overview

Vertical Research Securities, Inc. is recorded in FINTRX as a corporation that registered with the SEC in 2026. The firm is owned by an individual and is categorized as “unclassified” in the snapshot data. The profile indicates the firm is not a capital allocator and does not self-identify as an active ESG investor. It is also marked as not operating across multiple states, not a pension consultant, and not a related adviser to another registered entity. The firm did not provide descriptive entries for its business activities, advisory services, fee structure, or client base in the source data. FINTRX notes a single office location for the firm but does not supply an address or additional office details. An “Activities and Affiliations” field was left blank in the submission.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • David Sulpizio

    David Sulpizio

    Partner, Chief Operating Officer & Chief Compliance OfficerCRD 2273755

Contacts

3 of 17
  • Chad Kirschenblatt

    Chad Kirschenblatt

    Managing PartnerCRD 2503352

  • P Campbell Hillstrom

    P Campbell Hillstrom

    SalesCRD 3133126

  • Adam Baumgarten

    Adam Baumgarten

    Managing DirectorCRD 4966372

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Wealth teams

FINTRX

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

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, 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
Fairfield
Address
2 Landmark Sq
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth