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CRD#: 332495
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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 VELES SECURITIES Comes From
Understanding the Statistics for VELES 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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Individuals
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
530 Wedgewood Circle, Lake In The Hills, IL 60156
Mailing Address
530 Wedgewood Circle, Lake In The Hills, IL 60156
Firm Size
Small
Phone Number
(347) 559-5051
Established
Delaware since 06/05/2024
Firm Type
Limited Liability Company
Fiscal year end
March
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 VELES SECURITIES
CS
Charles Smulevitz
RR
CRD#: 5099387
Location:
New York, NY 10175
Company:
LAIDLAW & COMPANY (UK) LTD.
Disclosures:
Experience:
20 years
ER
Edward T Rumell
RR
CRD#: 4459034
Location:
Lake In The Hills, IL
Company:
VELES SECURITIES
Disclosures:
Experience:
22 years
CR
Calvin Daniel Rawe
RR
CRD#: 7099471
Location:
Lake In The Hills, IL
Company:
VELES SECURITIES
Disclosures:
Experience:
7 years
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