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 SEC-registered since 2010. Public records describe its ownership as a combination of a domestic entity and an individual and classify the firm as unclassified for the purposes of the available dataset. The firm is not identified as a capital allocator, does not report being an active ESG investor, and is not listed as a multistate adviser, pension consultant, or related adviser. The dataset does not provide detail on the firm’s client segments, fee schedule, or day-to-day advisory activities.

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
  • Wayne Chen

    FinOpCRD 4779449

  • Neal Jacobs

    Neal Jacobs

    Senior Managing DirectorCRD 4205122

  • Peter Hershon

    Peter Hershon

    Senior Vice PresidentCRD 4544979

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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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