Brinker Capital Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
112
Avg account
$0

Firm details

Headquarters
King Of Prussia, Pennsylvania
CRD number
38123
Registered since
August 30, 1995

Firm profile

FINTRX

Overview

Brinker Capital Securities, LLC is organized as a limited liability company with domestic and individual ownership noted in the FINTRX record. The firm is classified as unclassified in that dataset and is not identified as a capital allocator. The public profile in FINTRX indicates several negative flags rather than detailed service descriptions: it is not listed as an active ESG investor, not designated a multi-state adviser, not marked as a pension consultant, and not flagged as a related adviser. Fields for client base, fee structure, business activities and advisory activities are not populated in the available record.

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
  • Mark Audrain

    President and CEOCRD 7046010

  • Sharlyn Leh

    Sharlyn Leh

    Senior Vice President, Chief of StaffCRD 5418432

  • Cody Ulland

    Cody Ulland

    OCIO, Business Development ConsultantCRD 6559743

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Contacts

3 of 106
  • David Rosenblum

    David Rosenblum

    Portfolio ManagerCRD 5672079

  • Brian Towner

    Registered RepresentativeCRD 5675443

  • Charles Aronica

    Registered RepresentativeCRD 5800966

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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