BRINKER CAPITAL SECURITIES, LLC

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
113
Avg account
$0

Firm details

Headquarters
BERWYN, Pennsylvania
CRD number
38123
Registered since
August 30, 1995

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 6
  • BRIAN FERKO

    Chief Compliance OfficerCRD 2524425

  • SHARLYN LEH

    Senior Vice President, Chief of StaffCRD 5418432

  • BRIAN QUICK

    OCIO, Business Development ConsultantCRD 7376455

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Contacts

3 of 107
  • JACOB ORTON

    Investment Advisor RepresentativeCRD 7751342

  • DOROTHY SHAFFER

    Registered RepresentativeCRD 2961161

  • DANIEL MEYER

    Director of OperationsCRD 5031444

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth