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SecureVest Financial Group Information

View Top Employees from SecureVest Financial Group

SecureVest Financial Group, Inc. is a FINRA registered broker-dealer with offices in Morristown, New Jersey and Boca Raton, Florida. We specialize in serving the fixed income investment needs of both institutional and retail customers as well as maintaining a competitive wholesale business through our trading and dealer sales groups. We actively trade and maintain inventory in municipal securities, corporate debt, mortgage-backed securities and Government Agency debentures. In addition, we provide execution services for common and preferred stock transactions. SecureVest is a FINRA and SIPC Member

Website http://www.securevest.com/
Revenue $21.7 million
Funding $350000
Employees 23 (14 on RocketReach)
Address 163 Madison Avenue Suite 100, Morristown, New Jersey 07960, US
Phone (973) 605-8400
Technologies
Industry Financial Services, Finance General, Finance
Web Rank 30 Million
Keywords Fixed Income, Broker Dealer, Finra Registered, Investment Management, Securities Brokerage, Portfolio Management, Bond Trading, Income Investing, Debt Securities, Financial Services, Investment Advisory, Investment Strategies, Wealth Management, Institutional Investing, Asset Management, Financial Planning, Retirement Planning, Capital Markets, Retail Investing, Risk Management
Competitors Fidelity Investments, Vanguard, Merrill Lynch, Raymond James, American Funds, Edward Jones, Prudential Financial, TD Ameritrade, AIG, Schwab Advisor Services +41 more (view full list)
SIC SIC Code 62 Companies, SIC Code 621 Companies
NAICS NAICS Code 5231 Companies, NAICS Code 523120 Companies, NAICS Code 523 Companies, NAICS Code 52312 Companies, NAICS Code 52 Companies

SecureVest Financial Group Questions

The SecureVest Financial Group annual revenue was $21.7 million in 2026.

August Cellitti is the CEO of SecureVest Financial Group.

14 people are employed at SecureVest Financial Group.

SecureVest Financial Group is based in Morristown, New Jersey.

The NAICS codes for SecureVest Financial Group are [5231, 523120, 523, 52312, 52].

The SIC codes for SecureVest Financial Group are [62, 621].

Top SecureVest Financial Group Employees

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