Coventry Securities, LLC
Firm details
- Headquarters
- Fort Washington, Pennsylvania
- CRD number
- 150462
- Registered since
- February 23, 2010
Firm profile
FINTRXOverview
Coventry Securities, LLC is organized as a limited liability company and is registered with the SEC as an investment adviser since 2010. Ownership is reported as a combination of a domestic entity and an individual. The firm is classified as "unclassified" in the available records. It does not identify as a capital allocator or an active ESG investor, and it is not designated as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser.
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
Contacts
3 of 7Wayne Chen
FinOpCRD 4779449
Neal Jacobs
Senior Managing DirectorCRD 4205122
Peter Hershon
Senior Vice PresidentCRD 4544979
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Washington, PA
Montgomery
Location
Fort Washington, PA
Headquartered in Fort Washington, 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
- 7111 Valley Green Rd
- Time zone
- ET (UTC-5)
- Office locations
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