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 in regulatory records as an investment bank. The firm registered with the SEC in 2021. Ownership is identified as a mix of a domestic entity and an individual. Public filings do not describe advisory activities, client segments, fee schedules, or detailed business lines. The firm does not report itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser.
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
2 of 2Jack Leventhal
CEOCRD 2170953
James Verdone
CEO and CCOCRD 2581251
Contacts
2 of 2Shari Rothenberg
ManagerCRD 6590875
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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