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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 54CEDRIC DAHLE
Registered RepresentativeCRD 4350316
MELYNDA TWEDT
Registered RepresentativeCRD 5812018
Lacey Jones
ManagerCRD 7681961
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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