VESTED SECURITIES

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
TUSCALOOSA, Alabama
CRD number
311789
Registered since
February 7, 2022
Website
vested.co

Firm profile

FINTRX

Overview

Vested Securities is organized as a limited liability company and is recorded as having registered with the SEC in 2022. FINTRX classifies the firm as "Unclassified" and lists its ownership as both a domestic entity and an individual. The profile does not include a description of advisory activities, client segments, or business lines. The firm is not identified as a capital allocator and is not flagged as an active ESG investor, multi-state adviser, pension consultant, or related adviser. No affiliations or external activities are reported in the available record.

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
  • Rommel Cosio

    Chief Compliance OfficerCRD 2017788

Contacts

3 of 4
  • KATHERINE MANCH

    Customer Experience SpecialistCRD 7156494

  • CHAD BUTLER

    CXRCRD 6325486

  • ELIZABETH ATTANASIO

    FinOpCRD 5325007

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth