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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
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
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Individuals
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HNWI
No Information
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

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
VELES HOLDINGS LLCOWNER
FITZGERALD, HEATHER MARIEFINOP4427665
PASSMAN, LEXINE HCFO7320529
PAVLOVIC, GIANLUCACEO7320845
SMULEVITZ, CHARLESCCO5099387

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at VELES SECURITIES

HF

Heather Marie Fitzgerald

Heather Marie Fitzgerald, Heather Marie Seal
RR
CRD#: 4427665
Location:
New York, NY 10038
Company:
FERRETTI GROUP, INC.
Disclosures:
Experience:
24 years
CS

Charles David Smulevitz

Charles David Smulevitz, Charlie Smulevitz, Charles Smulevitz
RR
CRD#: 5099387
Location:
New York, NY 10175
Company:
LAIDLAW & COMPANY (UK) LTD.
Disclosures:
Experience:
20 years
GP

Gianluca Pavlovic

RR
CRD#: 7320845
Location:
Lake In The Hills, IL 60156
Company:
VELES SECURITIES
Disclosures:
Experience:
5 years
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