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 recorded as a corporation that appears in FINTRX with an SEC registration year of 2005. The snapshot identifies the owner type as both a domestic entity and an individual; the firm is classified as "Unclassified" in FINTRX’s taxonomy. The profile flags the firm as not being a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. FINTRX does not supply details about the firm’s advisory activities, client makeup, fee model, or broader business activities in the available snapshot.

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 5
  • KEVIN ESVAL

    Founder, Managing DirectorCRD 1787897

  • ANTHONY MEYERS

    Managing DirectorCRD 2485782

  • DALE YAKIN

    Managing DirectorCRD 3122557

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

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