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 registered with the SEC in 2022. The firm is owned by a combination of a domestic entity and an individual and is classified in the dataset as unclassified. Public filings and the available snapshot do not indicate that the firm functions as a capital allocator, nor that it pursues active ESG investing. There is no detail in the source material about the firm's advisory or business activity focus, client segments, or fee arrangements.
Assets & Accounts
Investments & Alternatives
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
Chad Butler
CEOCRD 6325486
Rommel Cosio
Chief Compliance OfficerCRD 2017788
Contacts
3 of 3Katherine Manch
Customer Experience SpecialistCRD 7156494
Elizabeth Attanasio
FinOpCRD 5325007
Robert Klein
Senior DirectorCRD 6720861
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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