DIRECTED SERVICES LLC

Broker-DealerFINRA MemberEst. 1988
Total AUM
Advisory reps
54
Avg account
$0

Firm details

Headquarters
WEST CHESTER, Pennsylvania
CRD number
21675
Registered since
February 16, 1988

Firm profile

FINTRX

Overview

Directed Services LLC is a limited liability company that has been SEC-registered since 1988. Public metadata classifies the firm as "unclassified" and lists its ownership as a mix of a domestic entity and an individual. The firm is not identified as a multi-state adviser, an active ESG investor, a pension consultant, or a related adviser, and it is not categorized as a capital allocator. Available records do not include a detailed description of the firm's advisory offerings, investment philosophy, or client segments. The regulatory footprint is minimal in descriptive fields, which limits what can be said about product suite or target clients beyond registration status and basic firm attributes.

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 54
  • CEDRIC DAHLE

    Registered RepresentativeCRD 4350316

  • MELYNDA TWEDT

    Registered RepresentativeCRD 5812018

  • Lacey Jones

    ManagerCRD 7681961

Unlock 51 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth