AMERIVET SECURITIES, INC.

Broker-DealerFINRA MemberEst. 1993
Total AUM
Accounts
0
Employees
1
Advisory reps
27
Brokerage reps
1
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
34786
Registered since
September 9, 1993
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

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Overview

Amerivet Securities, Inc. operates as an independent broker‑dealer organized as a corporation and has been SEC‑registered since 1993. The firm functions primarily as a broker‑dealer and as a registered representative platform, while also providing advisory services that include financial planning, portfolio management for individuals and small businesses, and pension consulting. Its stated fee models include percentage‑of‑AUM arrangements and fixed fees. Amerivet is not identified as a capital allocator and is not flagged as an active ESG investor. Regulatory and organizational descriptors in the source characterize ownership as a domestic entity with individual ownership, and list the firm as a broker‑dealer affiliate in industry records. The firm is not presented as a multi‑state adviser or a newly formed adviser, and no related adviser relationship is reported.

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 6
  • JASON SCHUIT

    Co-Chief Investment OfficerCRD 2426827

  • DONALD WEBBE

    Chief Operating OfficerCRD 4436309

  • MICHAEL NAIDRICH

    Co-CEOCRD 2446693

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Contacts

3 of 21
  • Jason Pandak

    Vice PresidentCRD 7307144

  • THOMAS VOORHEES

    Managing Director, Head of Fixed IncomeCRD 1156458

  • GREGORY FARANELLO

    Executive DirectorCRD 2933697

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1155 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth