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 a limited liability company that has been SEC-registered since 1995. The firm is listed as owned by a domestic entity and individuals and is classified in the source data as "unclassified." Reported operational attributes indicate it is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser according to the record, and is not positioned as a pension consultant or related adviser. Public disclosures provided to the data source are sparse: fields for client base, fee structure, and core advisory activities are blank and the firm has not supplied information about its activities or affiliations. That limited disclosure constrains detailed conclusions about the firm’s target clients, business model, or investment approach.
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 6Mark Audrain
President and CEOCRD 7046010

Sharlyn Leh
Senior Vice President, Chief of StaffCRD 5418432

Cody Ulland
OCIO, Business Development ConsultantCRD 6559743
Contacts
3 of 107David Rosenblum
Portfolio ManagerCRD 5672079
Brian Towner
Registered RepresentativeCRD 5675443
Charles Aronica
Registered RepresentativeCRD 5800966
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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