VEST SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
31
Avg account
$0

Firm details

Headquarters
MCLEAN, Virginia
CRD number
317379
Registered since
May 23, 2022

Firm profile

FINTRX

Overview

Vest Securities, LLC is organized as a limited liability company and shows an SEC registration date of 2022. Public data provide minimal operational detail: the firm is listed with both a domestic entity and an individual in its ownership record and is classified as "Unclassified" in the available snapshot. Several common advisory designations are explicitly negative in the record — Vest Securities is not identified as a capital allocator, not an active ESG investor, not a pension consultant, and not a related adviser. Disclosure fields that typically describe a firm's client base, fee schedule, business lines, and advisory activities were not populated in the source set. That absence limits what can be inferred about the firm's target clients, revenue model, or primary services from the available regulatory snapshot.

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
  • KARAN SOOD

    CEOCRD 5256243

Contacts

3 of 30
  • Mary Nyone

    Associate Vice PresidentCRD 7306358

  • Andrew Moussa

    Associate Vice PresidentCRD 6866986

  • Alex Fishman

    AnalystCRD 8005233

Unlock 27 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth