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 appears on the SEC register with an original filing year of 1988. Ownership is recorded as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the provider data; specific descriptions of its advisory activities, fee schedules, client segments, or business lines were not provided in the source material. The dataset flags several negative attributes rather than service specializations: Directed Services LLC is not identified as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser. There is no information in the record about related advisers, pension consulting, or other 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 62
Matthew Hackethal
Registered RepresentativeCRD 2955436

Michal Lopatin
PresidentCRD 4234096

Matthew Rizzo
Senior Portfolio ManagerCRD 2436631
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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