Velocityhealth Securities, Inc.

Broker-DealerFINRA MemberEst. 2005
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Nashville, Tennessee
CRD number
134616
Registered since
July 8, 2005

Firm profile

FINTRX

Overview

Velocityhealth Securities, Inc. is organized as a corporation and has been SEC-registered since 2005. The ownership is listed as a domestic entity/individual. Public filings classify the firm as “unclassified” and indicate it does not operate as a capital allocator. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not characterized as a pension consultant or related adviser. The dataset includes no detailed description of the firm’s business lines, advisory services, or client segments.

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 6
  • Kenneth George

    Kenneth George

    FinOpCRD 2643369

  • Kevin Esval

    Kevin Esval

    Founder, Managing DirectorCRD 1787897

  • Anthony Meyers

    Anthony Meyers

    Managing DirectorCRD 2485782

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Nashville, TN

Davidson

Location

Nashville, TN

Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Davidson
Address
95 White Bridge Pike
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth