VELES SECURITIES

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
LAKE IN THE HILLS, Illinois
CRD number
332495
Registered since
October 7, 2025

Firm profile

FINTRX

Overview

Veles Securities is organized as a limited liability company and appears in the dataset as having completed SEC registration in 2025. Ownership is described as a combination of a domestic entity and an individual. The firm is categorized as "Unclassified" in the snapshot and is not identified as a capital allocator. It is not listed as an active ESG investor, not designated a multi-state adviser, and is not classified as a pension consultant or related adviser. The FINTRX snapshot does not disclose the firm's advisory activities, client segments, fee structure or day-to-day business lines, so the public profile is limited to legal form, ownership type and a few regulatory classifications.

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

Contacts

3 of 10
  • Edward Rumell

    Head of US ETF DistributionCRD 4459034

  • GianLuca Pavlovic

    Insurance Options RepresentativeCRD 7320845

  • Lexine Passman

    Options Support RepresentativeCRD 7320529

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LAKE IN THE HILLS, IL

MCHENRY

Location

LAKE IN THE HILLS, IL

Headquartered in LAKE IN THE HILLS, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
MCHENRY
Address
530 Wedgewood Cir
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth