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Univest Securities

WikiFX | 2026-04-20 22:25

Abstract：Univest Securities is a boutique investment bank and securities broker-dealer based in New York. The firm offers a range of financial services, including investment banking, capital markets advisory, and brokerage services. It primarily caters to small- and mid-cap companies and provides services such as mergers and acquisitions advisory, private placements, and public offerings.

Univest Securities Review Summary
Founded	2004
Registered Country/Region	United States
Regulation	Not Regulated
Customer Support	Phone: 1 (212) 343-8888
	Email: customerservice@univest.us
	Social Media: LinkedIn
	Company Address: 75 Rockefeller Plaza, 18C, New York, NY 10019

Univest Securities Information

Univest Securitiesis a boutique investment bank and securities broker-dealer based in New York. The firm offers a range of financial services, including investment banking, capital markets advisory, and brokerage services. It primarily caters to small- and mid-cap companies and provides services such as mergers and acquisitions advisory, private placements, and public offerings.

Pros and Cons

Pros	Cons
None	Unregulated status
	Lack of transparency

Is Univest Securities Legit?

Univest Securities has not been regulated by any notable authorities. You should be aware of the risks involved in trading on this platform.

Services

Univest Securities mainly provides services in:

Investment Banking
Capital Markets Advisory
Sales & Trading
Wealth Management

Account Type

Univest Securities offers Individual Accounts and Institutional Accounts.

Broker Dealer

Related broker

Not Regulated

Univest Securities

Company name：Univest Securities

Score

2.05

5-10 years | Questionable Regulatory License | Suspicious Operational Region | High Potential Risk

Score

2.05

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