Unest Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Laramie, Wyoming
CRD number
309955
Registered since
May 18, 2021

Firm profile

FINTRX

Overview

Unest Securities, LLC is organized as a limited liability company and is identified in the source data as being owned by a combination of a domestic entity and an individual. The firm's public profile is sparse: it is classified as unclassified and is not listed as a capital allocator. The dataset indicates the firm does not identify as an active ESG investor, is not a multi-state adviser, and is not flagged as a newly formed adviser, pension consultant, or related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Charles Finch

    Chief Compliance OfficerCRD 2326757

Contacts

2 of 2
  • William Thatcher

    William Thatcher

    Registered RepresentativeCRD 2564782

  • Scott Stewart

    Scott Stewart

    FinOpCRD 6977422

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth