Brinker Capital Securities, LLC

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
113
Avg account
$0

Firm details

Headquarters
King Of Prussia, Pennsylvania
CRD number
38123
Registered since
August 30, 1995

Firm profile

FINTRX

Overview

Brinker Capital Securities, LLC is organized as a limited liability company and is recorded in FINTRX as having SEC registration dating to 1995. The platform classifies ownership as a domestic entity/individual and places the firm in an “unclassified” category. FINTRX flags the firm as not being a capital allocator, not active on ESG investing, not a multi-state adviser, not a pension consultant, and not a related adviser. The data set does not include a description of the firm’s advisory services, business activities, fee structure, or client segments.

Assets & Accounts

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

Owners & executives

3 of 6
  • Brian Ferko

    Brian Ferko

    Chief Compliance OfficerCRD 2524425

  • Sharlyn Leh

    Sharlyn Leh

    Senior Vice President, Chief of StaffCRD 5418432

  • Brian Quick

    Brian Quick

    OCIO, Business Development ConsultantCRD 7376455

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Contacts

3 of 107
  • Jacob Orton

    Jacob Orton

    Investment Advisor RepresentativeCRD 7751342

  • Dorothy Shaffer

    Registered RepresentativeCRD 2961161

  • Daniel Meyer

    Daniel Meyer

    Director of OperationsCRD 5031444

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

King Of Prussia, PA

Montgomery

Location

King Of Prussia, PA

Headquartered in King Of Prussia, 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
1000 Continental Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth