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 SEC-registered since 2010. Publicly available registry details classify the firm as unclassified and list its ownership as a combination of a domestic entity and an individual. FINTRX data does not identify the firm's advisory business lines, client segments, or fee model. The firm is not flagged as a capital allocator, is not an active ESG investor according to the dataset, and does not appear as a multi-state or newly formed adviser. It is also not listed as a pension consultant or as having a related adviser.
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 8DAVID 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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