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 recorded as an investment bank that registered with the SEC in 2021. Ownership is listed as a combination of a domestic entity and an individual. The firm does not present itself as a capital allocator and is not identified as an active ESG investor. Available metadata does not describe advisory activities, fee arrangements, or a client vertical focus.
Assets & Accounts
Investments & Alternatives
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 2
Jack Leventhal
Chief Executive OfficerCRD 2170953
James Verdone
CEO and CCOCRD 2581251
Contacts
2 of 2
Shari Rothenberg
Sr. 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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