Donaldson, Lufkin & Jenrette Securities Corporation is a pension cosultant based in New York. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arkansas, and 44 other states.
Donaldson, Lufkin & Jenrette Securities Corporation provides pension consulting services, selection of other advisers, security ratings or pricing services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Donaldson, Lufkin & Jenrette Securities Corporation for their services and products based on a percentage of assets under management, subscription fees, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jeffrey Merl Peek joined the executive team most recently as the Board Member, Director.
The principal office where Donaldson, Lufkin & Jenrette Securities Corporation performs its advisory services is located at Eleven Madison Avenue, New York, NY 10010 The mailing address of the firm is One Madison Avenue, New York, NY 10010 3629. An additional office of the firm is in Jersey City, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-325-2000 or by fax 212-325-8224. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.dlj.com.