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 is registered with the SEC (registration year 2022). FINTRX classifies the firm as unclassified and identifies ownership as a mix of a domestic entity and an individual. The profile indicates Vest Securities does not act as a capital allocator and is not flagged as an active ESG investor. The snapshot also indicates the firm is not identified as a multi-state adviser in the FINTRX fields, though other location data (below) shows multiple offices.
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 30
Mary Nyone
Associate Vice PresidentCRD 7306358
Andrew Moussa
Associate Vice PresidentCRD 6866986
Alex Fishman
AnalystCRD 8005233
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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