DSP Securities, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Conshohocken, Pennsylvania
CRD number
298048
Registered since
April 26, 2019

Firm profile

FINTRX

Overview

DSP Securities, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The firm appears to have established SEC registration in 2019 and is owned as a domestic entity/individual structure. The dataset flags the firm as not acting as a capital allocator and not identifying itself as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The profile supplied does not include a disclosed client base, fee model, or detailed description of advisory or business activities.

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 11
  • William Filip

    William Filip

    Founder and Managing DirectorCRD 2660061

  • Steven Higgins

    Managing DirectorCRD 2037429

  • Cory Miller

    Cory Miller

    AnalystCRD 8281829

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth