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 a limited liability company that has been SEC-registered since 1995. The snapshot data identifies the firm as owned by domestic entity and individual interests and lists its regulatory classification as unclassified. The firm is not identified as a capital allocator, does not report active ESG investing, and is not described as a multi-state adviser, pension consultant, or a related adviser to another registered manager. Available fields for client base, fee structure, business activities, and advisory activities were not provided in the source data, so the firm's client mix and core service model are not specified in this profile.
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 109
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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