Directed Services LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
63
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 is listed in the dataset as an unclassified advisory entity. The record identifies its ownership as a combination of a domestic entity and an individual, but provides little detail about the firm’s business lines, client segments, fee arrangements, or advisory mandates. The dataset does not identify the firm as a capital allocator, a pension consultant, a related adviser, or an active ESG investor. The firm is not flagged as a multi-state adviser in the dataset, and it is also not marked as newly formed. Beyond those status flags, there are no public-facing descriptions in the source data about investment philosophy, target clients, model use, or the specific services the firm offers.

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 63
  • Matthew Hackethal

    Matthew Hackethal

    Registered RepresentativeCRD 2955436

  • Michal Lopatin

    Michal Lopatin

    PresidentCRD 4234096

  • Matthew Rizzo

    Matthew Rizzo

    Senior Portfolio ManagerCRD 2436631

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth