Securities Research, Inc.

Securities Research, Inc. (CRD# 6516) is a financial advisory firm headquartered in Vero Beach, FL. They manage $28,619,000 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $1,430,950
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA

Financial Advisors at Securities Research, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Marc D. Aiken
CRD#: 1076829
3055 Cardinal Drive, Suite 104, Vero Beach, FL 32963
93
Wealthminder
score

Marc Aiken (CRD# 1076829) is an Investment Advisor Representative working at Securities Research, Inc. in Vero Beach, FL and has over 32 years of experience in the finance industry.

2
Thaddeus S. Cook
CRD#: 856315
Garrison, NY
93
Wealthminder
score

Thaddeus Cook (CRD# 856315) is an Investment Advisor Representative working at Securities Research, Inc. in Garrison, NY and has over 37 years of experience in the finance industry.

3
Thomas B. Shearman
CRD#: 420881
3055 Cardinal Drive, Vero Beach, FL 32963
90
Wealthminder
score

Thomas Shearman (CRD# 420881) is an Investment Advisor Representative working at Securities Research, Inc. in Vero Beach, FL and has over 5 years of experience in the finance industry.

4
John D. Albert
CRD#: 2044846
5413 Patterson Avenue, Suite 103, Richmond, VA 23226
83
Wealthminder
score

John Albert (CRD# 2044846) is an Investment Advisor Representative working at Securities Research, Inc. in Richmond, VA and has over 26 years of experience in the finance industry.

5
Thomas A. Wiseman
CRD#: 1341994
3055 Cardinal Drive, Suite 104, Vero Beach, FL 32963
83
Wealthminder
score

Thomas Wiseman (CRD# 1341994) is an Investment Advisor Representative working at Securities Research, Inc. in Vero Beach, FL and has over 13 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.