Coventry Securities, LLC
Firm details
- Headquarters
- Fort Washington, Pennsylvania
- CRD number
- 150462
- Registered since
- February 23, 2010
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7
David Greenberg
Regional Vice PresidentCRD 5773991
Wayne Chen
FinOpCRD 4779449

Peter Hershon
Senior Vice PresidentCRD 4544979
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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