Full text of DIRECTED SERVICES LLC's X-17A-5 filed 2026-02-24 (period 2025-12-31). 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, 2025* {1}------------------------------------------------ | | UNITED STATES<br>SECURITIES AND EXCHANGE COMMISSION<br>Washington, D.C. 20549<br>ANNUAL REPORTS<br>FORM X-17A-5 | OMB APPROVAL<br>OMB Number: 3235-0123<br>Expires: Nov. 30, 2026<br>Estimated average burden<br>hours per response: 12<br>SEC FILE NUMBER | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------| | | PART III | 8- 39104 | | Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | FACING<br>PAGE | | | FILING FOR THE PERIOD BEGINNING | 01/01/25<br>AND ENDING<br>MM/DD/YY | 12/31/25<br>MM/DD/YY | | | A.<br>REGISTRANT IDENTIFICATION | | | NAME OF FIRM: | Directed Services LLC | | | TYPE OF REGISTRANT (check all applicable boxes):<br>Ԇ<br>Broker-dealer<br>܆Check here if respondent is also an OTC derivatives dealer<br>ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | ܆Security-based swap dealer | ܆Major security-based swap participant | | | | | | 1475 Dunwoody Drive, Suite 200 | (No. and Street) | | | West Chester | PA | 19380 | | (City) | (State) | (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.<br>ACCOUNTANT IDENTIFICATION | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>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 required to engage an independent certified public accountant to certify its annual report. | | | | (Address) | (City) | (State)<br>(Zip Code) | | ________________________________________________________________________________________…Read the full text as markdown