BNY Mellon Advisors, Inc.

RIASEC RegisteredEst. 1996

Total AUM

$33.5B

Discretionary

$33.2B

99% of AUM

Avg account

$205K

Accounts

163,433

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 106108
Registered since: July 15, 1996
Website: www.pershing.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Individuals70.67%
HNWI23.47%
Charitable Organizations1.78%
Corporations / Businesses1.35%
Banking / Thrift Institutions0.81%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

BNY Mellon Advisors, Inc. is a bank-affiliated corporate advisory platform that serves both individual/family and institutional clients. It operates as a broker-dealer and capital allocator and provides a range of advisory services including financial planning, portfolio management for individuals and institutions, pension consulting, and selection of outside managers. The firm also engages in activities typical of product distributors and commodity/managed-futures providers (identified as CPO/CTA activity). Its fee arrangements include asset-based fees, fixed fees and performance-linked fees. The firm reports being an active ESG investor and maintains relationships across banking, trust, insurance and sponsor/GP roles in pooled vehicles.