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SecureVest Financial Group Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

SecureVest Financial Group is a FINRA-registered broker-dealer operating from Morristown, New Jersey, with additional offices in Boca Raton, Florida. The firm concentrates on fixed income investment services for institutional and retail clients and maintains a wholesale trading and dealer sales operation, including inventory and execution capabilities across municipal securities, corporate debt, mortgage-backed securities, and Government Agency debentures, as well as equity execution for common and preferred stock. Serving financial market participants, the company aims to support both client portfolios and wholesale trading needs through its trading, dealer, and execution services. Situated within the financial services sector, SecureVest positions itself as a multi-faceted broker-dealer active in fixed income markets and securities trading, with regulatory and customer-focused responsibilities implied by its FINRA and SIPC membership. The company is based in Morristown, New Jersey, and operates in a context that includes similar firms in the financial services industry serving diverse client bases.

Find SecureVest Financial Group employees' phone numbers or email addresses

SecureVest Financial Group Global Highlights

Location
Employees

North America
33

Minus sign iconPlus sign icon
  • United States Of America
    33

SecureVest Financial Group's Leadership

  • Stylized image of a person
    A. C.
    Chief Executive Officer
    Mobile Phone
  • Stylized image of a person
    B. P.
    President / Co-Founder
    Mobile Phone
  • Stylized image of a person
    M. H.
    Owner
    Mobile Phone
  • Stylized image of a person
    T. A.
    Senior Vice President
    Mobile Phone
  • Stylized image of a person
    A. B.
    Office Manager
    Mobile Phone
  • Stylized image of a person
    D. K.
    Sales Staff
    Mobile Phone
  • Stylized image of a person
    M. R.
    Principal
    Mobile Phone
  • Stylized image of a person
    M. F.
    Fixed Income Trader-Municipals
    Mobile Phone

SecureVest Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Entrepreneurship
  • Other

Contact profiles from SecureVest Financial Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. P.
    President / Co-Founder
    Mobile Phone
    May 29, 2026
  • Stylized image of a person
    A. C.
    Chief Executive Officer
    Mobile Phone
    Sep 23, 2024
  • Stylized image of a person
    M. H.
    Owner
    Mobile Phone
    Sep 09, 2025
  • Stylized image of a person
    T. A.
    Senior Vice President
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    A. B.
    Office Manager
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    D. K.
    Sales Staff
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    M. R.
    Principal
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    M. F.
    Fixed Income Trader-Municipals
    Mobile Phone
    Jul 31, 2026

Frequently Asked Questions

What is SecureVest Financial Group known for?

Minus sign iconPlus sign iconSecureVest Financial Group operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-561-948-****
. Explore SecureVest Financial Group's company overview page for more information.

What is SecureVest Financial Group's most common email format?

Minus sign iconPlus sign iconSecureVest Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SecureVest Financial Group email formats with LeadIQ.

How many employees does SecureVest Financial Group have currently?

Minus sign iconPlus sign iconSecureVest Financial Group has approximately 23 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are SecureVest Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, SecureVest Financial Group's key employees include:

  • Chief Executive Officer: A. C.
  • President / Co-Founder: B. P.
  • Owner: M. H.
  • Senior Vice President: T. A.
  • Office Manager: A. B.

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