Vested Securities
Firm details
- Headquarters
- Tuscaloosa, Alabama
- CRD number
- 311789
- Registered since
- February 7, 2022
- Website
- vested.co
Firm profile
FINTRXOverview
Vested Securities is organized as a limited liability company and is registered with the SEC (registration year shown as 2022). Ownership is listed as a combination of a domestic entity and an individual. In the dataset the firm is classified as "unclassified" and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The record does not include details on the firm’s stated business activities, advisory services, fee schedule, or client segments.
Assets & Accounts
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
2 of 2
Rommel Cosio
Chief Compliance OfficerCRD 2017788

Chad Butler
CEOCRD 6325486
Contacts
3 of 3Elizabeth Attanasio
FinOpCRD 5325007

Robert Klein
Senior DirectorCRD 6720861
Katherine Manch
Customer Experience SpecialistCRD 7156494
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tuscaloosa, AL
Tuscaloosa
Location
Tuscaloosa, AL
Headquartered in Tuscaloosa, AL, in the South of the United States.
- Region
- South
- County
- Tuscaloosa
- Address
- 9485 Crete Cir
- Time zone
- CT (UTC-6)
- Office locations
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