Amvest Capital Securities LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 329978
- Registered since
- April 10, 2025
Firm profile
FINTRXOverview
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
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 Byrne
Chief Compliance OfficerCRD 1255284
Contacts
3 of 8
Dennis Mccrary
Managing DirectorCRD 4247135

Tracie Okeefe
FinOpCRD 5924814

Michael Wolfe
Managing MemberCRD 4758364
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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