Revl Securities, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Philadelphia, Pennsylvania
CRD number
269839
Registered since
July 21, 2016

Firm profile

FINTRX

Overview

Revl Securities, LLC is organized as a limited liability company and is listed as having registered with the SEC in 2016. Ownership is recorded as a combination of a domestic entity and an individual. In regulatory fields where more detail is normally provided, the firm is marked as "unclassified." The record indicates Revl Securities does not act as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or a related adviser. The firm has not provided descriptions of its business activities, advisory services, client segments, or fee arrangements in the source data.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Dimitrios Papatheoharis

    Dimitrios Papatheoharis

    CEOCRD 5542467

Contacts

3 of 3
  • Theodor Swansen

    Theodor Swansen

    PresidentCRD 5790706

  • Ryan Joseph

    Ryan Joseph

    Managing DirectorCRD 3017745

  • Thomas Tadley

    Thomas Tadley

    PrincipalCRD 6013946

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Philadelphia, PA

Philadelphia

Location

Philadelphia, PA

Headquartered in Philadelphia, 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
Philadelphia
Address
1921 Walnut St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth