Vestech Securities, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
23
Avg account
$0

Firm details

Headquarters
Saint Louis, Missouri
CRD number
41409
Registered since
October 21, 1996

Firm profile

FINTRX

Overview

Vestech Securities, Inc. is a corporate brokerage/advisory entity that appears in FINTRX with an SEC registration date of 1996 and is listed as owned by an individual. The dataset classifies the firm as "Unclassified," and several operational flags are negative: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, and not a pension consultant or related adviser. FINTRX provides no detail on the firm's advisory or business activities, fee structure, or client segments. That absence of descriptive items limits visibility into how Vestech Securities sources clients, whether it acts primarily as a broker-dealer, registered investment adviser, or both, and what types of investment mandates it typically runs.

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

2 of 2
  • Marco Ramirez

    Marco Ramirez

    Chief Compliance OfficerCRD 4702164

  • Amir Golzar

    Amir Golzar

    Managing Member And Chief Compliance OfficerCRD 6309565

Contacts

3 of 21
  • Mark Chao

    Mark Chao

    Financial Services ConsultantCRD 5661676

  • Milton Beile Iii

    Milton Beile Iii

    Vice President, Financial AdvisorCRD 4265262

  • Mohamed Eldawy

    Registered RepresentativeCRD 6489642

Unlock 18 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
11477 Olde Cabin Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth