DSP Securities, LLC
Firm details
- Headquarters
- Conshohocken, Pennsylvania
- CRD number
- 298048
- Registered since
- April 26, 2019
Firm profile
FINTRXOverview
DSP Securities, LLC is recorded as a limited liability company that registered with the SEC in 2019 and is classified in FINTRX as an investment bank. Ownership is shown as a mix of a domestic entity and an individual. The profile on file does not characterize the firm as a capital allocator and it is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The available disclosures focus on organizational and regulatory attributes rather than a description of advisory services or client segments. That combination of characteristics—investment bank classification, absence of capital-allocation activity, and limited advisory detail—is consistent with a firm that may concentrate on brokerage, transactional, or capital markets services rather than discretionary wealth management, but FINTRX does not provide detail on the firm’s business lines or client coverage model.
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 13Steven Higgins
Managing DirectorCRD 2037429

B Schmucker
Managing PartnerCRD 2237452

William Filip
Founder and Managing DirectorCRD 2660061
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Conshohocken, PA
Montgomery
Location
Conshohocken, PA
Headquartered in Conshohocken, 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
- Montgomery
- Address
- 161 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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