Directed Services LLC
Firm details
- Headquarters
- West Chester, Pennsylvania
- CRD number
- 21675
- Registered since
- February 16, 1988
- Website
- directservicesllc.com
Firm profile
FINTRXOverview
Directed Services LLC is organized as a limited liability company and first registered with the SEC in 1988. The ownership is listed as a combination of a domestic entity and an individual. The firm is categorized as “unclassified” in the snapshot data; several common advisor roles are specifically marked negative, including capital allocator, pension consultant, related adviser, and newly formed adviser. The dataset does not describe the firm’s advisory activities, fee schedule, client base composition, or specific business lines. It is also identified as not being an active ESG investor and not a multi-state adviser in the provided snapshot.
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 60Cedric Dahle
Registered RepresentativeCRD 4350316
Melynda Twedt
Registered RepresentativeCRD 5812018

Lacey Jones
ManagerCRD 7681961
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Chester, PA
Chester
Location
West Chester, PA
Headquartered in West Chester, 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
- Chester
- Address
- Dunwoody Dr
- Time zone
- ET (UTC-5)
- Office locations
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