Amvest Capital Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
9
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
329978
Registered since
April 10, 2025

Firm profile

FINTRX

Overview

Amvest Capital Securities LLC is organized as a limited liability company with domestic and individual ownership. Public records classify the firm as unclassified, and the firm is not identified as a capital allocator. The available profile also indicates the firm is not an active ESG investor and is not flagged as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The firm has not provided details about its core advisory activities, client segments, fee arrangements, or business lines in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • John Byrne

    John Byrne

    Chief Compliance OfficerCRD 1255284

Contacts

3 of 8
  • Ryan Loader

    Ryan Loader

    Managing DirectorCRD 4420399

  • Michael Wolfe

    Michael Wolfe

    Managing MemberCRD 4758364

  • Gabriel Alonso Mendoza

    Gabriel Alonso Mendoza

    Managing Partner and Co-FounderCRD 5771610

Unlock 5 more contacts →

Wealth teams

FINTRX

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
570 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth