Brinker Capital Securities, LLC
Firm details
- Headquarters
- King Of Prussia, Pennsylvania
- CRD number
- 38123
- Registered since
- August 30, 1995
- Website
- brinkercapital.com
Firm profile
FINTRXOverview
Brinker Capital Securities, LLC is organized as a limited liability company and is recorded in FINTRX as having SEC registration dating to 1995. The platform classifies ownership as a domestic entity/individual and places the firm in an “unclassified” category. FINTRX flags the firm as not being a capital allocator, not active on ESG investing, not a multi-state adviser, not a pension consultant, and not a related adviser. The data set does not include a description of the firm’s advisory services, business activities, fee structure, or client segments.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6Brian Ferko
Chief Compliance OfficerCRD 2524425

Sharlyn Leh
Senior Vice President, Chief of StaffCRD 5418432

Brian Quick
OCIO, Business Development ConsultantCRD 7376455
Contacts
3 of 107
Jacob Orton
Investment Advisor RepresentativeCRD 7751342
Dorothy Shaffer
Registered RepresentativeCRD 2961161

Daniel Meyer
Director of OperationsCRD 5031444
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
King Of Prussia, PA
Montgomery
Location
King Of Prussia, PA
Headquartered in King Of Prussia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 1000 Continental Dr
- Time zone
- ET (UTC-5)
- Office locations
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