Dorset Peak Securities LLC
Firm details
- Headquarters
- Hillsborough, New Jersey
- CRD number
- 312209
- Registered since
- September 15, 2021
Firm profile
FINTRXOverview
Dorset Peak Securities LLC is organized as a limited liability company and is classified as an investment bank. FINTRX records show the firm registered with the SEC in 2021. Ownership is listed as a combination of a domestic entity and an individual. The firm is not documented as a capital allocator and is not identified as an active ESG investor. It is not recorded as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser in the FINTRX snapshot.
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
Owners & executives
1 of 1
Jack Leventhal
Chief Executive OfficerCRD 2170953
Contacts
3 of 3
Shari Rothenberg
Sr. ManagerCRD 6590875
Daniel Ibarra
CCOCRD 2268659
Michelle Dickerson
Managing DirectorCRD 5188932
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hillsborough, NJ
Somerset
Location
Hillsborough, NJ
Headquartered in Hillsborough, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Somerset
- Address
- 105 Raider Blvd
- Time zone
- ET (UTC-5)
- Office locations
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