Vest Securities, LLC
Firm details
- Headquarters
- Mclean, Virginia
- CRD number
- 317379
- Registered since
- May 23, 2022
Firm profile
FINTRXOverview
Vest Securities, LLC is a limited liability company that registered with the SEC in 2022. The firm's ownership is listed as a mix of a domestic entity and an individual, and it is categorized as unclassified in the available records. The snapshot data flags Vest Securities as not operating as a capital allocator and not positioning itself as an active ESG investor. It is also not identified as a multi-state adviser or a pension consultant in the profile data.
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
Owners & executives
1 of 1
Karan Sood
CEOCRD 5256243
Contacts
3 of 28
Alyson Russ
Vice PresidentCRD 5813739
Matthew Rodgers
Vice PresidentCRD 7016812
Christopher Lee
Managing Director, HeadCRD 6643708
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mclean, VA
Fairfax
Location
Mclean, VA
Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 8350 Broad St
- Time zone
- ET (UTC-5)
- Office locations
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