Amvest Capital Securities LLC

Broker-DealerFINRA MemberEst. 2025
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 and appears in public records as having registered with the SEC in 2025. Ownership is listed as a mix of a domestic entity and an individual. Public filings classify the firm as Unclassified and indicate it does not serve as a capital allocator, is not an active ESG investor, and is not identified as a multi-state adviser, pension consultant, or related adviser. The firm's filings or the dataset provided do not include details about its client segments, fee schedules, specific advisory activities, or investment mandates, so there is limited visibility into how the entity positions itself in the wealth-management or institutional marketplace.

Assets & Accounts

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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • John Byrne

    John Byrne

    Chief Compliance OfficerCRD 1255284

Contacts

3 of 8
  • Dennis Mccrary

    Dennis Mccrary

    Managing DirectorCRD 4247135

  • Tracie Okeefe

    Tracie Okeefe

    FinOpCRD 5924814

  • Michael Wolfe

    Michael Wolfe

    Managing MemberCRD 4758364

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth