Dorset Peak Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Hillsborough, New Jersey
CRD number
312209
Registered since
September 15, 2021

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Jack Leventhal

    Jack Leventhal

    Chief Executive OfficerCRD 2170953

Contacts

3 of 3
  • Daniel Ibarra

    Daniel Ibarra

    Registered RepresentativeCRD 2268659

  • Michelle Dickerson

    Michelle Dickerson

    Managing DirectorCRD 5188932

  • Shari Rothenberg

    Shari Rothenberg

    FinOpCRD 6590875

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth