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 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

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
  • Rommel Cosio

    Rommel Cosio

    Chief Compliance OfficerCRD 2017788

  • Chad Butler

    Chad Butler

    CEOCRD 6325486

Contacts

3 of 3
  • Elizabeth Attanasio

    FinOpCRD 5325007

  • Robert Klein

    Robert Klein

    Senior DirectorCRD 6720861

  • Katherine Manch

    Customer Experience SpecialistCRD 7156494

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

Similar firms