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 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
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 1Rommel Cosio
Chief Compliance OfficerCRD 2017788
Contacts
3 of 4KATHERINE MANCH
Customer Experience SpecialistCRD 7156494
CHAD BUTLER
CXRCRD 6325486
ELIZABETH ATTANASIO
FinOpCRD 5325007
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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