Vestly Capital
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 338920
- Registered since
- July 22, 2026
Firm profile
FINTRXOverview
Vestly Capital is organized as a limited liability company and is shown as having registered with the SEC in 2026. Ownership is described as a combination of a domestic entity and an individual. The firm is classified as “unclassified” in the dataset and is not listed as a capital allocator. It does not identify as an active ESG investor, is not designated as a multi-state adviser, and is not recorded as a pension consultant or a related adviser.
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 1
Noemi Schaefer
Chief Executive OfficerCRD 2241064
Contacts
2 of 2
Rajiv Shah
Head TraderCRD 3162156
Robert Gilman
FinOpCRD 1738412
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 1111 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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