VECTOR TECHNOLOGIES, LLC

RIASEC RegisteredEst. 2023
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
MIAMI BEACH, Florida
CRD number
323237
Registered since
September 20, 2023
Fee structure
Fixed Fees

Firm profile

FINTRX

Overview

Vector Technologies, LLC is a small limited liability company that began SEC registration in 2023 and is owned by an individual. It serves private individual and family clients and bills on a fixed-fee basis. The firm is not identified as an active ESG investor, does not operate as a multistate adviser, and is not flagged as a pension consultant or related adviser. Classification data is unclassified and the firm is not listed as a capital allocator. Regulatory filings and affiliation notes indicate the firm also functions in roles beyond basic advisory work—acting as an investment adviser and sponsor and serving as a general partner or managing member of pooled investment vehicles. That structure suggests involvement in creating or operating pooled vehicles alongside directly advising clients, rather than acting solely as a traditional discretionary asset manager.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 3
  • ADAM GORDON

    Co-FounderCRD 2675340

  • LARRY CHACHKES

    Managing PartnerCRD 4132788

  • David Naylor

    Financial Advisor and Registered RepresentativeCRD 6719375

Wealth teams

FINTRX

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

MIAMI BEACH, FL

MIAMI DADE

Location

MIAMI BEACH, FL

Headquartered in MIAMI BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
5055 Collins Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth