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 shows an SEC registration date of 2022. Public data provide minimal operational detail: the firm is listed with both a domestic entity and an individual in its ownership record and is classified as "Unclassified" in the available snapshot. Several common advisory designations are explicitly negative in the record — Vest Securities is not identified as a capital allocator, not an active ESG investor, not a pension consultant, and not a related adviser. Disclosure fields that typically describe a firm's client base, fee schedule, business lines, and advisory activities were not populated in the source set. That absence limits what can be inferred about the firm's target clients, revenue model, or primary services from the available regulatory snapshot.
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 1KARAN SOOD
CEOCRD 5256243
Contacts
3 of 30Mary 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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