Velocityhealth Securities, Inc.
Firm details
- Headquarters
- Nashville, Tennessee
- CRD number
- 134616
- Registered since
- July 8, 2005
- Website
- www.velocityhealth.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6
Kevin Esval
Founder, Managing DirectorCRD 1787897

Anthony Meyers
Managing DirectorCRD 2485782

Christopher George
ControllerCRD 6084415
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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