Victory Capital Services, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
192
Avg account
$0

Firm details

Headquarters
Brooklyn, Ohio
CRD number
37059
Registered since
October 25, 1994

Firm profile

FINTRX

Overview

Victory Capital Services, Inc. is organized as a corporation with ownership described as a domestic entity and individual. Available filings classify the firm as unclassified and provide limited detail about its advisory activities. The firm is identified as not serving as a capital allocator and is not flagged as an active ESG investor. It is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the provided 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

3 of 7
  • James Cox

    James Cox

    Chief Compliance OfficerCRD 3025567

  • Michael Policarpo

    CFOCRD 4316912

  • Caroline Churchill

    Caroline Churchill

    Chief Marketing OfficerCRD 1884636

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Contacts

3 of 185
  • Dale Rowse

    Registered RepresentativeCRD 5869960

  • Christopher Miller

    Registered RepresentativeCRD 5106831

  • Marie Rose Zoutomou Hockaday

    Marie Rose Zoutomou Hockaday

    Owner, ManagerCRD 5143843

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Brooklyn, OH

Cuyahoga

Location

Brooklyn, OH

Headquartered in Brooklyn, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Cuyahoga
Address
4900 Tiedeman Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth