VEX Securities
Firm details
- Headquarters
- San Jose, California
- CRD number
- 317371
- Registered since
- August 1, 2023
- Website
- vexsecurities.com
Firm profile
FINTRXOverview
VEX Securities is organized as a limited liability company that registered with the SEC in 2023. FINTRX classifies the ownership as a combination of a domestic entity and an individual and lists the firm's internal classification as "unclassified." The snapshot indicates the firm does not operate as a multi-state adviser, is not identified as a pension consultant or related adviser, and is not flagged as an active ESG investor.
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
1 of 1
John Crossman
CEOCRD 871545
Contacts
3 of 3Stephen Squire
Managing MemberCRD 1596703
Ricardo Clarke
FinOpCRD 6253240
Jocyline Carrena
FinOpCRD 7658892
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Jose, CA
Santa Clara
Location
San Jose, CA
Headquartered in San Jose, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 333 W San Carlos St
- Time zone
- PT (UTC-8)
- Office locations
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