The Philadelphia Securities Association was founded to promote and provide a platform for the distribution of corporate and investment knowledge to its members, the maintenance of the highest ethical standards in the conduct of the investment business, and the encouragement of an association of good fellowship among various constituents in the Philadelphia investment and securities business.

The current resident membership is limited to 400 members. Membership includes all facets of the business including registered traders, portfolio managers and investment counselors. Approximately 40% of our membership is employed by “buy side”, institutions such as banks, trust companies, insurance companies and advisory firms. The balance of our membership consists of, “sell side”, analysts, traders and brokers from the brokerage industry.

You may apply for membership and view our By_Laws here…

Our Luncheon Meetings

Our Information Luncheon Meetings are held at the historic and prestigious Union League of Philadelphia, 140 South Broad Street, in the heart of Philadelphia’s business, financial and hotel district. Newly and extensively refurbished bed rooms are available for your convenience. We also occasionally meet at The Racquet Club of Philadelphia, 215 South 16th Street, a private social and athletic club also located in the heart of Center City Philadelphia, offering dining and lodging facilities and a variety of social activities.

The schedule generally includes a reception from 11:30AM to 12:00PM, during which time members may meet management on an informal basis. This is followed by a luncheon from 12:00PM to 12:30PM, and the presentation from 12:10PM to 12:45PM and Q&A through 1:00PM at which time the meeting is scheduled to end. View Our Full Schedule Here…

Next Scheduled Luncheon Meeting

SharesPost 100 Fund

This PSA event is open to licensed and/or active investment managers. The PSA will determine eligibility.

11:30am – 1:00pm
Meeting to be held at the
Union Leage of Philadelphia
140 S. Broad St.
Philadelphia, PA 19102


View our full Luncheon Meeting Schedule.


The PSA Annual Holiday Party was held on Friday, Decemeber 21, 2017 at the Racquet Club of Philadelphia

215 S. 16th St.
Philadelphia, PA 19102

Please visit and join our group on LinkedIn: www.linkedin.com/groups.

Web Broadcasts

Can’t physically get to one of our PSA meetings? But still interested in the presentation? You can join your PSA peers from the convenience of your computer and participate live in selected PSA events – from wherever you are located. And you can also view a recorded video of selected PSA events at your convenience.

This service is being provided by Core Compass free to PSA members in 2014. Access to these events is restricted to PSA members only. So to use this service, you have to register at www.CoreCompass.com first. This process establishes a UserID and Password for your use, and affirms that you are a PSA member. It’s quick, simple and convenient. After that, you register for each online PSA event that you want to attend in advance – just like you register in advance when you attend PSA lunches.

Questions? – just drop Core Compass a note by using the Contact Us option found at www.CoreCompass.com.