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CRD#: 21675
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

DIRECTED SERVICES LLC is located at Suite 200 100, Scottsdale, AZ 85258 and was first established at Philadelphia, Delaware in 12/01/2006. After operating for 19 years, DIRECTED SERVICES 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 DIRECTED SERVICES LLC’s clients are individuals and 0% of their clients are high net worth individuals. DIRECTED SERVICES LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at DIRECTED SERVICES LLC are registered to handle securities or provide financial advice. The firm has 2 disclosures, 2 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 DIRECTED SERVICES 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 DIRECTED SERVICES 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 DIRECTED SERVICES LLC Comes From

Understanding the Statistics for DIRECTED SERVICES 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
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
2

FIRM INFORMATION

Main Address
Suite 200 100, Scottsdale, AZ 85258
Mailing Address
Suite 1350 699 Walnut Street, Des Moines, IA 50309
Firm Size
Small
Phone Number
(515) 410-3008
Established
Delaware since 12/01/2006
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
VENERABLE HOLDINGS, INCSHAREHOLDER
BROWN, KENNETH LEEPRESIDENT, CHIEF EXECUTIVE OFFICER, BOARD MEMBER5621811
ELLIS, ANGELA LEACHIEF COMPLIANCE OFFICER5969191
GELFAND, RICHARD EDWARDCHIEF FINANCIAL OFFICER5255203
HARDING, KRISTI LYNNBOARD MEMBER4017100

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at DIRECTED SERVICES LLC

JG

John Leonard Campomanes Gata

John Leonard Gata, Leni Gata, Leonard Gata
RR
CRD#: 6178942
Location:
Quezon City, Metro Manila 1110
Company:
DIRECTED SERVICES LLC
Disclosures:
Experience:
12 years
View Profile
CL

Carolina Francisco Lazaro

Carol Lazaro
RR
CRD#: 6328231
Location:
Quezon City, Metro Manila 1110
Company:
DIRECTED SERVICES LLC
Disclosures:
Experience:
11 years
View Profile
SI

Sarah Anne Ingham

Sarah Anne Mostaert
RR
CRD#: 5731810
Location:
Des Moines, IA 50309
Company:
DIRECTED SERVICES LLC
Disclosures:
Experience:
16 years
View Profile
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