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 listed as a limited liability company that registered with the SEC in 1988. FINTRX classifies the firm as “unclassified” and identifies its ownership as a combination of a domestic entity and an individual. The record flags the firm as not being a capital allocator and not active on ESG mandates; it is also not described as a multi-state or newly formed adviser and is not marked as a pension consultant or related adviser. The dataset provides no detail on the firm’s client segments, fee schedules, or specific advisory activities.
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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