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 recorded as having registered with the SEC in 2010. The FINTRX snapshot identifies ownership as a combination of a domestic entity and an individual and classifies the firm as "Unclassified." Reported firm attributes indicate it is not a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, is not newly formed, and does not represent itself as a pension consultant or related adviser. The dataset does not provide details on the firm's stated business activities, advisory services, client base, or fee arrangements, and the firm did not supply information about activities or affiliations.
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 7
David Greenberg
Regional Vice PresidentCRD 5773991
Wayne Chen
FinOpCRD 4779449

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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