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 registered with the SEC in 2021. FINTRX classifies the firm as an investment bank; ownership is recorded as a combination of a domestic entity and an individual. The record indicates Dorset Peak Securities does not operate as a capital allocator and is not marked as an active ESG investor. It is also not identified as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser under the dataset flags. The firm did not provide descriptive entries for business activities, advisory services, client segments, or fee arrangements in the source data, so its operating model beyond the investment-bank classification is not detailed in FINTRX.
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 2
Jack Leventhal
Chief Executive OfficerCRD 2170953

James Verdone
CEO and CCOCRD 2581251
Contacts
2 of 2
Shari 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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