DSC Financial Advisors, Ltd.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Richboro, Pennsylvania
CRD number
121548
Fee structure
Other

Firm profile

FINTRX

Overview

DSC Financial Advisors, Ltd. is a small corporate advisory entity owned by an individual. Public records classify the firm as unclassified and indicate it does not operate as a capital allocator. The dataset shows the firm is not an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a pension consultant or related adviser. Fee arrangements are recorded as "Other," but the specifics of pricing models or client service lines (discretionary vs. non‑discretionary, financial planning, wealth management, etc.) are not detailed in the available data. The firm is affiliated with an accountant, suggesting a relationship or referral connection with accounting professionals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • William Sifer

    William Sifer

    Investment AdvisorCRD 4558069

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Richboro, PA

Bucks

Location

Richboro, PA

Headquartered in Richboro, 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
Bucks
Address
981 2nd Street Pike
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth