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 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
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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