RIA Intelligence

VESTED INVESTMENT MANAGEMENT, LLC

Legal name: VESTED

CRD #305863 SEC #802-121418 WESTON, FL (347) 353-8592
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
5
Clients
0
Accounts
--

Firm Details

Organization Type
Corporation
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2025
Branch Offices
0
LEI
N/A

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SULLIVAN, JASON, CHRISTOPHERICHIEF TECHNOLOGY OFFICERNA Control
SULLIVAN, JASON, CHRISTOPHERICHIEF TECHNOLOGY OFFICERNA Control
THORNTON, DAVID, JOHNICHIEF REVENUE OFFICERNA Control
THORNTON, DAVID, JOHNICHIEF REVENUE OFFICERNA Control
THORNTON, DAVID, JOHNICHIEF EXECUTIVE OFFICERNA Control
THORNTON, DAVID, JOHNICHIEF EXECUTIVE OFFICERNA Control
VESTED, INC.DEDIRECT OWNER AND MEMBERE Control
VESTED, INC.DEDIRECT OWNER AND MEMBERE Control
VESTED, INC.DEDIRECT OWNER AND MEMBERE Control
Hennessey, Thomas, VincentICO-CEO, CCOC Control
Hennessey, Thomas, VincentICO-CEO, CCOC Control
Venables, MatthewICO-CEOC Control
Venables, MatthewICO-CEOC Control
Delgado, Michael, RobertICHIEF OPERATING OFFICERB Control
Delgado, Michael, RobertICHIEF OPERATING OFFICERB Control
Delgado, Michael, RobertICHIEF EXECUTIVE OFFICERB Control
HENNESSEY, THOMAS, VINCENTIDIRECT OWNERB
Hennessey, Thomas, VincentICHIEF EXECUTIVE OFFICERB Control
Hennessey, Thomas, VincentICHIEF EXECUTIVE OFFICERB Control
SULLIVAN, JASON, CHRISTOPHERICHIEF TECHNOLOGY OFFICERB Control
THORNTON, DAVID, JOHNICHIEF REVENUE OFFICERB Control
THORNTON, DAVID, JOHNICHIEF EXECUTIVE OFFICERB Control
THORNTON, DAVID, JOHNICHIEF EXECUTIVE OFFICERB Control
THORNTON, DAVID, JOHNICHIEF EXECUTIVE OFFICERB Control
Delgado, Michael, RobertIDIRECT OWNERA
Tarbox, NatIVP DESIGNA
Tarbox, NatIVP DESIGNA

Registrations

Federal

ERA
Mar 27, 2025 REGISTERED

Notice Filings (1)

MA

Address

1304 CHENILLE CIR
WESTON, FL 33327
United States
Phone: (347) 353-8592