Victory Capital Services, Inc.

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
213
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Victory Capital Services, Inc. is organized as a corporation and has been SEC-registered since 1994. The firm is listed as a domestic entity/individual owner type and is classified as "Unclassified" in the snapshot available. FINTRX flags indicate it is not an active ESG investor, not a multi-state adviser (per the dataset), not a capital allocator, and not a newly formed adviser. Several advisory-related attributes in the snapshot—such as pension consultant status and related-adviser status—are marked negative.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 8
  • Michael Policarpo

    CFOCRD 4316912

  • Caroline Churchill

    Caroline Churchill

    Chief Marketing OfficerCRD 1884636

  • Derek Kempf

    ContractorCRD 2803760

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Contacts

3 of 205
  • Jessica Overstreet

    Jessica Overstreet

    Service and Acquisition SpecialistCRD 7670751

  • Juan Salinas

    Juan Salinas

    Investment AnalystCRD 5852511

  • Kenneth Lutz

    Kenneth Lutz

    Wealth StrategistCRD 5274156

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Brooklynn, OH

Cuyahoga

Location

Brooklynn, OH

Headquartered in Brooklynn, 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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