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CRD#: 329978
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FIRM PROFILE
Assets Under Management:No Information
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Total Number of HNWI Clients:No Information
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Average HNWI Account Size:No Information
Where the Statistical Data for AMVEST CAPITAL SECURITIES LLC Comes From
Understanding the Statistics for AMVEST CAPITAL SECURITIES LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
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Employees
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
570 Lexington Avenue 37th Floor, New York, NY 10022
Mailing Address
570 Lexington Avenue 37th Floor, New York, NY 10022
Firm Size
Small
Phone Number
+1 (212) 970-1963
Established
Delaware since 01/12/2024
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
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| AMVEST CAPITAL SECURITIES HOLDINGS INC. | DIRECT OWNER | ||
| ALONSO MENDOZA, GABRIEL EMILIO | CHIEF EXECUTIVE OFFICER, GSP | 5771610 | |
| BYRNE, JOHN MICHAEL JR | CHIEF COMPLIANCE OFFICER | 1255284 | |
| OKEEFE, TRACIE ERIN | FINANCIAL AND OPERATIONS PRINCIPAL | 5924814 | |
| WIGAND, JENNIFER | CHIEF OPERATING OFFICER, GSP | 5900477 |
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at AMVEST CAPITAL SECURITIES LLC
DM
Dennis Campbell Mccrary
RR
CRD#: 4247135
Location:
New York, NY 10022
Company:
AMVEST CAPITAL SECURITIES LLC
Disclosures:
Experience:
25 years
RL
Ryan Charles Loader
RR
CRD#: 4420399
Location:
New York, NY 10022
Company:
AMVEST CAPITAL SECURITIES LLC
Disclosures:
Experience:
19 years
GA
Gabriel Emilio Alonso Mendoza
RR
CRD#: 5771610
Location:
New York, NY 10022
Company:
AMVEST CAPITAL SECURITIES LLC
Disclosures:
Experience:
15 years
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