# DIRECTED SERVICES LLC

DIRECTED SERVICES LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 21675
- Type: SEC-registered investment adviser
- SEC file number: 801-32675
- Location: 7337 E DOUBLETREE RANCH RD, 100, SCOTTSDALE, AZ, 85258
- Phone: 480-477-3000
- Latest filing: 2017-03-30
- Regulatory AUM: $38.4B
- Discretionary AUM: $38.4B
- Clients: 160
- Accounts: 62

## Officers, owners & control persons (38)

_Showing 25 of 38 people._

| Name | Role | Location |
| --- | --- | --- |
| Gordon Avery | BROKER DEALER CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER | Arlington, VA |
| BARHORST RONALD RICHARD | DIRECTOR | — |
| LOWE BILL LEO | DIRECTOR | — |
| ROLAND MICHAEL JOHN | EXECUTIVE VICE PRESIDENT; INVESTMENT ADVISOR CHIEF COMPLIANCE OFFICER; SENIOR VICE PRESIDENT | — |
| MATHEWS SHAUN PATRICK | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT, DIRECTOR | — |
| O'DONNELL JOSEPH MICHAEL | SENIOR VICE PRESIDENT INVESTMENT ADVISOR CHIEF COMPLIANCE OFFICER; SENIOR VICE PRESIDENT, INVESTMENT ADVISOR CHIEF COMPLIANCE OFFICER | — |
| MCINNIS JAMES ROY | PRESIDENT; PRESIDENT AND DIRECTOR | — |
| WOODS ANITA FAYE | CHIEF FINANCIAL OFFICER AND FINANCIAL OPS PRINCIPAL; FINANCIAL OPS PRINCIPAL | — |
| SHUCHART JAMES ALLEN | GENERAL COUNSEL; GENERAL COUNSEL AND SECRETARY | — |
| RIDER MATTHEW JAMES | DIRECTOR | — |
| HUGHES ROBERT JOHN | DIRECTOR | — |
| SHAW ALYCE LEIGHTON | VICE PRESIDENT | — |
| SHANKER BETH GOLDSTEIN | BROKER-DEALER CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER | — |
| BENNER JOY MICHELLE | SECRETARY | — |
| PENDERGRASS DAVID SCOTT | SENIOR VICE PRESIDENT, TREASURER; VICE PRESIDENT AND TREASURER | — |
| BROWN VALERIE GAY | DIRECTOR | — |
| GELFAND RICHARD EDWARD | CHIEF FINANCIAL OFFICER AND FINANCIAL OPS PRINCIPAL | — |
| JACOBSON DAVID LEE | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY | — |
| HULTGREN KRISTIN HENDERSON | CHIEF FINANCIAL OFFICER | — |
| WILCOX WILLIAM DAVID | BROKER-DEALER CHIEF COMPLIANCE OFFICER | — |
| TOPE CHAD JOSEPH | DIRECTOR; PRESIDENT; PRESIDENT AND DIRECTOR | — |
| COLON-PEREZ IDA INEZ | B/D CHIEF COMPLIANCE OFFICER | — |
| CHERNOW BARNETT | EXECUTIVE VICE PRESIDENT AND DIRECTOR | — |
| TASHMAN MYLES RICHARD | EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL, SECRETARY AND DIRECTOR | — |
| PRESTON STEPHEN JOSEPH | EXECUTIVE VICE PRESIDENT AND CHIEF ACTUARY; EXECUTIVE VICE PRESIDENT, CHIEF ACTUARY AND DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/21675/brochure
- Similar advisers: https://search.stillhousedata.com/firm/21675/similar
- Related entities: https://search.stillhousedata.com/firm/21675/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/21675

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.