Directed Services LLC

Broker-DealerFINRA MemberEst. 1988
Total AUM
Advisory reps
60
Avg account
$0

Firm details

Headquarters
West Chester, Pennsylvania
CRD number
21675
Registered since
February 16, 1988

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 60
  • Cedric Dahle

    Registered RepresentativeCRD 4350316

  • Melynda Twedt

    Registered RepresentativeCRD 5812018

  • Lacey Jones

    Lacey Jones

    ManagerCRD 7681961

Unlock 57 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth