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. The snapshot record lists the firm as owned by a combination of a domestic entity and an individual and classifies the firm as "Unclassified" in the database. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. Additional flags in the snapshot note that it is not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm has not provided descriptive material about its advisory activities, fee structure, client segments, or specific business lines. Where the public record is silent on investment preferences or manager allocation, the available metadata is limited to registration, ownership type, and those negative flags described above.

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

    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