Unest Securities, LLC
Firm details
- Headquarters
- Laramie, Wyoming
- CRD number
- 309955
- Registered since
- May 18, 2021
- Website
- www.unest.co
Firm profile
FINTRXOverview
Unest Securities, LLC is organized as a limited liability company and appears in SEC records with a registration date of 2021. The ownership is listed as a combination of a domestic entity and an individual. The firm is categorized as unclassified in the available profile and is not identified as a capital allocator. The profile indicates a narrow regulatory footprint: it is not registered as a multi-state adviser, does not position itself as an active ESG investor, and is not flagged as a pension consultant or related adviser. Several typical operational fields—fee structure, client base, business activities and advisory activities—are not disclosed in the available material, and the firm has not supplied information about its external activities or affiliations.
Assets & Accounts
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 1Charles Finch
Chief Compliance OfficerCRD 2326757
Contacts
2 of 2
William Thatcher
Registered RepresentativeCRD 2564782

Scott Stewart
Principal ConsultantCRD 6977422
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Laramie, WY
Albany
Location
Laramie, WY
Headquartered in Laramie, WY, in the West of the United States.
- Region
- West
- County
- Albany
- Address
- 221 S 2nd St
- Time zone
- MT (UTC-7)
- Office locations
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