Vest Securities, LLC
Firm details
- Headquarters
- Mclean, Virginia
- CRD number
- 317379
- Registered since
- May 23, 2022
Firm profile
FINTRXOverview
Vest Securities, LLC is organized as a limited liability company and is listed as an SEC-registered adviser beginning in 2022. Ownership is recorded as a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified and indicates it does not act as a capital allocator. The data also flags the firm as not being an active ESG investor, not operating as a multi-state adviser, and not acting in a pension consultant or related-adviser capacity.
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
Mary Nyone
Associate Vice PresidentCRD 7306358
Andrew Moussa
Associate Vice PresidentCRD 6866986
Thomas Laws
Vice President, Product ManagementCRD 5815073
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
Similar firms
Spire Securities, LLC
Broker-DealerMclean, VA
Goldman Sachs Custody Solutions
Broker-DealerMclean, VA
Gladstone Securities, LLC
Broker-DealerMclean, VA
Mclean Securities, LLC
Broker-DealerMclean, VA
Lucrum Capital Securities
Broker-DealerMclean, VA
Kippsdesanto & Company
Broker-DealerMclean, VA