Velocityhealth Securities, Inc.

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
5
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Velocityhealth Securities, Inc. is a corporation that registered with the SEC in 2005. The firm's ownership is listed as a combination of a domestic entity and an individual. Public data classifies the firm as unclassified and indicates it is not a capital allocator. It is not flagged as an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The record does not include descriptions of the firm's business lines, advisory services, client types, or fee structure, so there is no public detail about how the firm positions itself in the marketplace or the investment strategies it employs.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Kevin Esval

    Kevin Esval

    Founder, Managing DirectorCRD 1787897

  • Anthony Meyers

    Anthony Meyers

    Managing DirectorCRD 2485782

  • Dale Yakin

    Dale Yakin

    Managing DirectorCRD 3122557

Unlock 2 more contacts

Wealth teams

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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

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