FIND A VEX SECURITIES FINANCIAL ADVISOR NEAR ME
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CRD#: 317371
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for VEX SECURITIES Comes From
Understanding the Statistics for VEX SECURITIES and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
333 West San Carlos Street Suite 600, San Jose, CA 95110
Mailing Address
333 West San Carlos Street Suite 600, San Jose, CA 95110
Firm Size
Small
Phone Number
(650) 924-2785
Established
Delaware since 09/01/2021
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at VEX SECURITIES
BM
Brian Michael Moran
RR
Suspended
CRD#: 1940341
Location:
Greenwich, CT 06830
Company:
CICADA SECURITIES
Disclosures:
Experience:
28 years
JC
John Gibson Crossman JR
RR
CRD#: 871545
Location:
San Jose, CA 95110
Company:
VEX SECURITIES
Disclosures:
Experience:
23 years
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