Vested Securities

Broker-DealerFINRA MemberEst. 2022
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Tuscaloosa, Alabama
CRD number
311789
Registered since
February 7, 2022
Website
vested.co

Firm profile

FINTRX

Overview

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

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

2 of 2
  • Rommel Cosio

    Rommel Cosio

    Chief Compliance OfficerCRD 2017788

  • Chad Butler

    Chad Butler

    CEOCRD 6325486

Contacts

3 of 3
  • Elizabeth Attanasio

    FinOpCRD 5325007

  • Robert Klein

    Robert Klein

    Senior DirectorCRD 6720861

  • Katherine Manch

    Customer Experience SpecialistCRD 7156494

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth