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.bnyadvisormatch.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 corporate, bank-affiliated broker-dealer that functions as a capital allocator for both individual/family and institutional clients. The firm, SEC-registered since 1996, delivers a mix of advisory services including financial planning, portfolio management for individuals and small businesses as well as for institutions, pension consulting services, and the selection of other advisers. It also carries business activities tied to commodity pool/operator and CTA roles and acts as a salesperson for other financial products. The firm uses a variety of fee arrangements — percentage of assets under management, fixed fees and performance-based structures — and identifies as an active ESG investor. Its industry footprint includes relationships with banking and trust entities, insurance companies, broker-dealers and third-party pooled vehicle sponsors or managers.