Directed Services LLC

Broker-DealerFINRA MemberEst. 1988
Total AUM
Advisory reps
62
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 organized as a limited liability company and appears on the SEC register with an original filing year of 1988. Ownership is recorded as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the provider data; specific descriptions of its advisory activities, fee schedules, client segments, or business lines were not provided in the source material. The dataset flags several negative attributes rather than service specializations: Directed Services LLC is not identified as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser. There is no information in the record about related advisers, pension consulting, or other affiliations.

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 62
  • Matthew Hackethal

    Matthew Hackethal

    Registered RepresentativeCRD 2955436

  • Michal Lopatin

    Michal Lopatin

    PresidentCRD 4234096

  • Matthew Rizzo

    Matthew Rizzo

    Senior Portfolio ManagerCRD 2436631

Unlock 59 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

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