Vest Securities, LLC
Firm details
- Headquarters
- Mclean, Virginia
- CRD number
- 317379
- Registered since
- May 23, 2022
Firm profile
FINTRXOverview
Vest Securities, LLC is organized as a limited liability company and registered with the SEC in 2022. Public filings categorize the firm as unclassified and list its owner type as a domestic entity/individual. The firm does not identify itself as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multistate adviser. Available disclosures do not specify the firm's advisory activities, fee schedule, or client segments, so its business model and target client base are not described in the source data.
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
Owners & executives
1 of 1
Karan Sood
CEOCRD 5256243
Contacts
3 of 28
Mary Nyone
Associate Vice PresidentCRD 7306358

Andrew Moussa
Associate Vice PresidentCRD 6866986

Thomas Laws
Vice President, Product ManagementCRD 5815073
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mclean, VA
Fairfax
Location
Mclean, VA
Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 8350 Broad St
- Time zone
- ET (UTC-5)
- Office locations
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