Full text of DIRECTED SERVICES LLC's X-17A-5 filed 2025-02-27 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ #### STATEMENT OF FINANCIAL CONDITION *(Unaudited)* Directed Services LLC *December 31, 2024* {1}------------------------------------------------ | | UNITED STATES<br>SECURITIES AND EXCHANGE COMMISSION<br>Washington, D.C. 20549 | | OMB APPROVAL<br>OMB Number: 3235-0123<br>Expires: Nov. 30, 2026<br>Estimated average burden<br>hours per response: 12 | | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------|------------|-----------------------------------------------------------------------------------------------------------------------|--| | ANNUAL REPORTS | | | | | | | FORM X-17A-5 | | SEC FILE NUMBER | | | | PART 11 | 8- 39104 | | | | Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | FACING PAGE | | | | | FILING FOR THE PERIOD BEGINNING | 01/01/24<br>MM/DD/YY | AND ENDING | 12/31/24<br>MM/DD/YY | | | | A. REGISTRANT IDENTIFICATION | | | | | NAME OF FIRM: - | Directed Services LLC | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>Broker-dealer<br>LJ Check here if respondent is also an OTC derivatives dealer | LJ Security-based swap dealer | | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | | 1475 Dunwoody Drive, Suite 200 | | | | | | | (No. and Street) | | | | | West Chester<br>(City) | PA<br>(State) | | 19380<br>(Zip Code) | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | Richard Gelfand | (610)249-9447 | | BDCompliance@venerable.com | | | (Name) | (Area Code - Telephone Number) | | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | | | The Registrant qualifies for the single issuer exemption under Paragraph (e){1}(i)(A) of Rule 17a-5 of the Securities Exchange Act | (Name - if individual, state last, first, and middle name) | | | | | of 1934 and therefore is not reguired to engage an independent certified public accountant to certify its annual report.<br>(Address) | (City) | | (Zip Code)<br>(State) | | | (Date of Registration with PCAOB){if applicable} | | | (PCAOB Registration Number,…Read the full text as markdown