Dorset Peak Securities LLC
Firm details
- Headquarters
- Hillsborough, New Jersey
- CRD number
- 312209
- Registered since
- September 15, 2021
Firm profile
FINTRXOverview
Dorset Peak Securities LLC is organized as a limited liability company and is categorized as an investment bank. Ownership is reported as a mix of a domestic entity and an individual. The firm does not position itself as a capital allocator and does not identify as an active ESG investor. It is not designated as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. There is little public detail on the firm’s client mix, fee arrangements, or the specific advisory and business activities it conducts; the available snapshot focuses on corporate classification and a handful of operational attributes rather than product or client-facing descriptions.
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
Owners & executives
1 of 1
Jack Leventhal
Chief Executive OfficerCRD 2170953
Contacts
3 of 3
Daniel Ibarra
Registered RepresentativeCRD 2268659

Michelle Dickerson
Managing DirectorCRD 5188932

Shari Rothenberg
FinOpCRD 6590875
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hillsborough, NJ
Somerset
Location
Hillsborough, NJ
Headquartered in Hillsborough, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Somerset
- Address
- 105 Raider Blvd
- Time zone
- ET (UTC-5)
- Office locations
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