Vested Securities
Firm details
- Headquarters
- Tuscaloosa, Alabama
- CRD number
- 311789
- Registered since
- February 7, 2022
- Website
- vested.co
Firm profile
FINTRXOverview
Vested Securities is organized as a limited liability company and is listed as SEC-registered in 2022. Ownership is identified as a mix of a domestic entity and an individual. The firm is classified as "Unclassified" in the record and is not documented as a capital allocator or an active ESG investor. It is not designated as a multi-state adviser, pension consultant, or related adviser. Public disclosures in the record provide few details about the firm's business activities, investment preferences, or client focus. There are no entries for advisory activities or fee structure in the available profile.
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
2 of 2
Rommel Cosio
Chief Compliance OfficerCRD 2017788

Chad Butler
CEOCRD 6325486
Contacts
3 of 3Elizabeth Attanasio
FinOpCRD 5325007

Robert Klein
Senior DirectorCRD 6720861
Katherine Manch
Customer Experience SpecialistCRD 7156494
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tuscaloosa, AL
Tuscaloosa
Location
Tuscaloosa, AL
Headquartered in Tuscaloosa, AL, in the South of the United States.
- Region
- South
- County
- Tuscaloosa
- Address
- 9485 Crete Cir
- Time zone
- CT (UTC-6)
- Office locations
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