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 SEC-registered (registration recorded in 2022). Ownership is listed as a combination of a domestic entity and an individual. FINTRX classifies the firm as "Unclassified." The profile indicates Vested Securities does not act as a capital allocator, does not self-identify as an active ESG investor, and is not registered as a multi-state adviser. Several standard firm-level details (client types served, fee structure, specific advisory or business activities) are not provided in the source data.
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
Chad Butler
CEOCRD 6325486
Rommel Cosio
Chief Compliance OfficerCRD 2017788
Contacts
3 of 3Katherine Manch
Customer Experience SpecialistCRD 7156494
Elizabeth Attanasio
FinOpCRD 5325007
Robert Klein
Senior DirectorCRD 6720861
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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