Brinker Capital Securities, LLC

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
112
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 has been registered with the SEC since 1995. FINTRX classifies the firm as unclassified and lists ownership as a combination of a domestic entity and an individual. The snapshot flags the firm as not serving as a capital allocator and not operating as a pension consultant or related adviser. The profile also indicates the firm does not identify as an active ESG investor. Although many descriptive fields such as client base, fee structure, and advisory activities are not populated in the FINTRX snapshot, the available items suggest a firm with a long-standing regulatory presence but limited public disclosure in the FINTRX record.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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 106
  • 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

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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

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