DSP Securities, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Conshohocken, Pennsylvania
CRD number
298048
Registered since
April 26, 2019

Firm profile

FINTRX

Overview

DSP Securities, LLC is organized as a limited liability company and is registered with the SEC as of 2019. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or asset manager. The ownership structure is noted as a domestic entity and individual ownership. The profile indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 12
  • Steven Higgins

    Managing DirectorCRD 2037429

  • B Schmucker

    B Schmucker

    Managing PartnerCRD 2237452

  • William Filip

    William Filip

    Founder and Managing DirectorCRD 2660061

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Conshohocken, PA

Montgomery

Location

Conshohocken, PA

Headquartered in Conshohocken, 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
Montgomery
Address
161 Washington St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth