Vertical Research Securities, Inc.

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
17
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 organized as a corporation with individual ownership. The firm's snapshot shows it as unclassified in its advisor type and lists its SEC registration year as 2026. Available disclosures indicate the firm does not act as a capital allocator and does not identify as an active ESG investor. It is not registered as a multi-state adviser, is not flagged as a newly formed adviser, and does not present itself as a pension consultant or related adviser. Publicly available material provides limited detail about the firm's advisory activities and client focus.

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
  • David Sulpizio

    David Sulpizio

    Partner, Chief Operating Officer & Chief Compliance OfficerCRD 2273755

Contacts

3 of 16
  • Chad Kirschenblatt

    Chad Kirschenblatt

    Managing PartnerCRD 2503352

  • P Campbell Hillstrom

    P Campbell Hillstrom

    SalesCRD 3133126

  • William Berman

    William Berman

    Head of Institutional SalesCRD 2151965

Unlock 13 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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
6 Landmark Sq
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth