Coventry Securities, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Fort Washington, Pennsylvania
CRD number
150462
Registered since
February 23, 2010

Firm profile

FINTRX

Overview

Coventry Securities, LLC is organized as a limited liability company and has been registered with the SEC since 2010. The firm is listed as having a domestic entity and individual ownership structure and is classified in the data as "Unclassified." The dataset indicates Coventry Securities is not a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not newly formed, and does not act as a pension consultant or a related adviser. The source materials do not include descriptions of the firm's business activities, advisory services, fee schedules, or client segments, so there is no public detail here about the types of clients served or the services offered.

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

Contacts

3 of 7
  • David Greenberg

    David Greenberg

    Regional Vice PresidentCRD 5773991

  • Wayne Chen

    FinOpCRD 4779449

  • Peter Hershon

    Peter Hershon

    Senior Vice PresidentCRD 4544979

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fort Washington, PA

Montgomery

Location

Fort Washington, PA

Headquartered in Fort Washington, 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
7111 Valley Green Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth