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. 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
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 6Brian Ferko
Chief Compliance OfficerCRD 2524425

Sharlyn Leh
Senior Vice President, Chief of StaffCRD 5418432

Brian Quick
OCIO, Business Development ConsultantCRD 7376455
Contacts
3 of 106
Jacob Orton
Investment Advisor RepresentativeCRD 7751342
Dorothy Shaffer
Registered RepresentativeCRD 2961161

Daniel Meyer
Director of OperationsCRD 5031444
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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