Directed Services LLC

Broker-DealerFINRA MemberEst. 1988
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 a limited liability company first registered with the SEC in 1988. FINTRX characterizes ownership as a mix of a domestic entity and an individual and lists the firm's classification as unclassified. The record indicates the firm does not act as a capital allocator and does not identify as an active ESG investor. Additional firm-level descriptors in the dataset note it is not a multi-state adviser, not newly formed, not a pension consultant, and not marked as a related adviser. The firm has provided very limited disclosure about its business model, client base, fee arrangements or the specific advisory activities it conducts. Where those operational details would normally appear, the FINTRX entry contains no substantive entries.

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 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