Vestech Securities, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
—
Advisory reps
24
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 organized as a corporation and is shown as having SEC registration dating back to 1996. The ownership is listed as held by an individual rather than a corporate parent. The firm's public profile in the provided dataset is sparse: core items such as client types, fee structure, specific advisory or business activities, and investment strategies are not disclosed. The record flags Vestech as "unclassified" under the available categorization fields and indicates it is not a capital allocator, not an active ESG investor, not a multi-state adviser, and not a pension consultant. Those flags suggest the entity does not present itself in the common RIA subtypes captured by the dataset and that it does not emphasize ESG or institutional pension work in the disclosed fields. Because holdings, client segments, and fee arrangements are not listed, the firm requires additional inquiry to determine how it sources mandates, constructs portfolios, and serves clients.

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 22
  • 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 19 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