Directed Services LLC
Firm details
- Headquarters
- West Chester, Pennsylvania
- CRD number
- 21675
- Registered since
- February 16, 1988
- Website
- directservicesllc.com
Firm profile
FINTRXOverview
Directed Services LLC is a limited liability company first registered with the SEC in 1988. FINTRX characterizes ownership as a mix of a domestic entity and an individual and lists the firm's classification as unclassified. The record indicates the firm does not act as a capital allocator and does not identify as an active ESG investor. Additional firm-level descriptors in the dataset note it is not a multi-state adviser, not newly formed, not a pension consultant, and not marked as a related adviser. The firm has provided very limited disclosure about its business model, client base, fee arrangements or the specific advisory activities it conducts. Where those operational details would normally appear, the FINTRX entry contains no substantive entries.
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 63
Matthew Hackethal
Registered RepresentativeCRD 2955436

Michal Lopatin
PresidentCRD 4234096

Matthew Rizzo
Senior Portfolio ManagerCRD 2436631
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Chester, PA
Chester
Location
West Chester, PA
Headquartered in West Chester, 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
- Chester
- Address
- Dunwoody Dr
- Time zone
- ET (UTC-5)
- Office locations
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