BRINKER CAPITAL SECURITIES, LLC
Firm details
- Headquarters
- BERWYN, 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 has been SEC-registered since 1995. Public data classifies the firm as "Unclassified" and identifies its ownership as a combination of a domestic entity and an individual. The snapshot available indicates the firm does not act as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or a related adviser. Several descriptive fields — including client base, fee structure, business activities, and advisory activities — are not populated in the source summary.
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 107JACOB 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
BERWYN, PA
CHESTER
Location
BERWYN, PA
Headquartered in BERWYN, 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
- CHESTER
- Address
- 1055 Westlakes Dr
- Time zone
- ET (UTC-5)
- Office locations
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