UNIVEST SECURITIES, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 36105
- Registered since
- June 14, 1994
- Website
- www.univest.us
Firm profile
FINTRXOverview
Univest Securities, LLC is organized as a limited liability company and has been SEC-registered since 1994. The FINTRX snapshot classifies the firm as an investment bank and indicates ownership by a domestic entity and an individual. The profile lists the firm as not functioning as a capital allocator and not positioning itself as an active ESG investor. It is not identified as a multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
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
3 of 4Marcus McCain
Chief Compliance OfficerCRD 5279394
YI GUO
CEOCRD 6246079
BRADLEY RICHMOND
Chief Operating OfficerCRD 2387976
Contacts
3 of 16JOSEPH RANSDELL
Director of Private EquityCRD 1464852
YUYANG ZHANG
Market AnalystCRD 6288027
Ling Chung
Vice President of Investment BankingCRD 8139378
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
- 75 Rockefeller Plz
- Time zone
- ET (UTC-5)
- Office locations
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