Velocity Clearing, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
125
Avg account
$0

Firm details

Headquarters
Hazlet, New Jersey
CRD number
126588
Registered since
August 15, 2003

Firm profile

FINTRX

Overview

Velocity Clearing, LLC is organized as a limited liability company and was registered with the SEC in 2003. The firm is identified in the source as having domestic entity and individual ownership elements and is listed under an unclassified regulatory category. Publicly reported attributes suggest a compact public profile: it is not described as a capital allocator, it does not report active ESG investing, and it is not identified as a multi-state or newly formed adviser. The available data offer limited detail about the firm’s advisory model, fee arrangements, client segments, or day-to-day business activities. That sparse disclosure makes it difficult to characterize investment philosophy or client-facing services beyond the high-level regulatory and structural attributes included above.

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

3 of 10
  • Steven Silver

    Steven Silver

    Chief Marketing OfficerCRD 2194364

  • Munaf Merchant

    Munaf Merchant

    Chief Administrative OfficerCRD 1937789

  • Michael Logan

    Michael Logan

    Chief Executive OfficerCRD 5763098

Unlock 7 more executives

Contacts

3 of 115
  • Christopher Lagrego

    Senior Managing DirectorCRD 1995755

  • Michael Novick

    Registered RepresentativeCRD 2685126

  • Richard Cabanes

    Richard Cabanes

    Co-FounderCRD 2941600

Unlock 112 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Hazlet, NJ

Monmouth

Location

Hazlet, NJ

Headquartered in Hazlet, NJ, 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
Monmouth
Address
1301 State Route 36
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth