Vertical Research Securities, Inc.

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Stamford, Connecticut
CRD number
334696
Registered since
January 27, 2026

Firm profile

FINTRX

Overview

Vertical Research Securities, Inc. is organized as a corporation with individual ownership and is classified in public records as "unclassified." The firm is registered with the SEC (registration year listed as 2026) and does not appear to operate as a capital allocator. Public filings indicate it is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not designated as a newly formed adviser, pension consultant, or related adviser. Regulatory and organizational fields are the primary data points available for this entity; details about its advisory services, fee schedules, client segments or specific business activities were not reported in the source data.

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

Owners & executives

1 of 1
  • David Sulpizio

    David Sulpizio

    Partner, Chief Operating Officer & Chief Compliance OfficerCRD 2273755

Contacts

3 of 15
  • Chad Kirschenblatt

    Chad Kirschenblatt

    Managing PartnerCRD 2503352

  • P Campbell Hillstrom

    P Campbell Hillstrom

    SalesCRD 3133126

  • William Berman

    William Berman

    Head of Institutional SalesCRD 2151965

Unlock 12 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

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
6 Landmark Sq
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth