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CRD#: 150462
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

COVENTRY SECURITIES, LLC is located at 7111 Valley Green Road, Fort Washington, PA 19034 and was first established at Philadelphia, Delaware in 04/21/2009. After operating for 16 years, COVENTRY SECURITIES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of COVENTRY SECURITIES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. COVENTRY SECURITIES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at COVENTRY SECURITIES, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access COVENTRY SECURITIES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at COVENTRY SECURITIES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for COVENTRY SECURITIES, LLC Comes From

Understanding the Statistics for COVENTRY SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
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HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
7111 Valley Green Road, Fort Washington, PA 19034
Mailing Address
7111 Valley Green Road, Fort Washington, PA 19034
Firm Size
Small
Phone Number
(877) 836-8300
Established
Delaware since 04/21/2009
Firm Type
Limited Liability Company
Fiscal year end
November
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
BUERGER 2003 FAMILY TRUSTSOLE MEMBER
BUERGER, CONSTANCE MTRUSTEE OF BUERGER 2003 FAMILY TRUST
DA SILVA, ALINEFINOP, POO, FOP6082324
JACOBS, NEAL STEWARTLLC MANAGER/CEO4205122
WELSH, AMY MARIELLC MANAGER/CCO5977889

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Advisor's working at COVENTRY SECURITIES, LLC

NJ

Neal Stewart Jacobs

RR
CRD#: 4205122
Location:
Fort Washington, PA 19034
Company:
COVENTRY SECURITIES, LLC
Disclosures:
Experience:
25 years
View Profile
PH

Peter Maxwell Hershon

RR
CRD#: 4544979
ChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Fort Washington, PA 19034
Company:
COVENTRY SECURITIES, LLC
Disclosures:
Experience:
16 years
View Profile
AW

Amy Marie Welsh

Amy Marie Oshman
RR
CRD#: 5977889
Location:
Fort Washington, PA 19034
Company:
COVENTRY SECURITIES, LLC
Disclosures:
Experience:
14 years
View Profile
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