Brinker Capital Securities, LLC
Firm details
- Headquarters
- King Of Prussia, Pennsylvania
- CRD number
- 38123
- Registered since
- August 30, 1995
- Website
- brinkercapital.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6Mark Audrain
President and CEOCRD 7046010

Sharlyn Leh
Senior Vice President, Chief of StaffCRD 5418432

Cody Ulland
OCIO, Business Development ConsultantCRD 6559743
Contacts
3 of 109David Rosenblum
Portfolio ManagerCRD 5672079
Brian Towner
Registered RepresentativeCRD 5675443
Charles Aronica
Registered RepresentativeCRD 5800966
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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