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. FINTRX characterizes the firm’s ownership as a mix of a domestic entity and an individual and places the firm in an “Unclassified” category rather than a traditional RIA segment. The available records do not describe the firm’s client segments, fee schedules, or specific advisory business lines. Recorded attributes indicate the firm does not function as a capital allocator and is not flagged as an active ESG investor. It is not identified as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser to another registered entity.

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 6
  • Kevin Esval

    Kevin Esval

    Founder, Managing DirectorCRD 1787897

  • Anthony Meyers

    Anthony Meyers

    Managing DirectorCRD 2485782

  • Christopher George

    Christopher George

    ControllerCRD 6084415

Unlock 3 more contacts

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

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