Brinker Capital Securities, LLC

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
115
Avg account
$0

Firm details

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

Firm profile

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Overview

Brinker Capital Securities, LLC is organized as a limited liability company and has been registered with the SEC since 1995. Public records in the snapshot characterize its ownership as a mix of a domestic entity and an individual. The firm is listed without a more specific industry classification and does not appear to function as a capital allocator. The snapshot indicates several regulatory/business attributes: the firm is not identified as an active ESG investor, is not a multi-state adviser, is not newly formed, and is not labeled as a pension consultant or related adviser. The database does not provide detail on fee schedules, target client segments, or specific advisory activities.

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
  • Mark Audrain

    President and CEOCRD 7046010

  • Sharlyn Leh

    Sharlyn Leh

    Senior Vice President, Chief of StaffCRD 5418432

  • Cody Ulland

    Cody Ulland

    OCIO, Business Development ConsultantCRD 6559743

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Contacts

3 of 109
  • David Rosenblum

    David Rosenblum

    Portfolio ManagerCRD 5672079

  • Brian Towner

    Registered RepresentativeCRD 5675443

  • Charles Aronica

    Registered RepresentativeCRD 5800966

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Wealth teams

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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