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 a limited liability company that has been SEC-registered since 1995. The firm is listed as owned by a domestic entity and individuals and is classified in the source data as "unclassified." Reported operational attributes indicate it is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser according to the record, and is not positioned as a pension consultant or related adviser. Public disclosures provided to the data source are sparse: fields for client base, fee structure, and core advisory activities are blank and the firm has not supplied information about its activities or affiliations. That limited disclosure constrains detailed conclusions about the firm’s target clients, business model, or investment approach.

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 107
  • 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