Vest Securities, LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
29
Avg account
$0

Firm details

Headquarters
Mclean, Virginia
CRD number
317379
Registered since
May 23, 2022

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Karan Sood

    Karan Sood

    CEOCRD 5256243

Contacts

3 of 28
  • Mary Nyone

    Mary Nyone

    Associate Vice PresidentCRD 7306358

  • Andrew Moussa

    Andrew Moussa

    Associate Vice PresidentCRD 6866986

  • Thomas Laws

    Thomas Laws

    Vice President, Product ManagementCRD 5815073

Unlock 25 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

FINTRX

Location

Primary office

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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