PERSHING ADVISOR SOLUTIONS LLC

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
317
Avg account
$0

Firm details

Headquarters
JERSEY CITY, New Jersey
CRD number
36671
Registered since
January 3, 1995

Firm profile

FINTRX

Overview

Pershing Advisor Solutions LLC is organized as a limited liability company and has been SEC-registered since 1995. Available registry fields identify its ownership as a mix of a domestic entity and individual ownership. The firm is classified as "unclassified" in the snapshot data and is not designated as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The source provides no detail about the firm's advisory services, investment strategy, client segments, or fee schedule.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • JAMES CROWLEY

    Chief Executive OfficerCRD 1087182

  • JASON LOFLING

    Chief Financial OfficerCRD 5177277

  • NINA WEISS

    Chief Compliance OfficerCRD 2642331

Contacts

3 of 314
  • DANIELLE PALANCIA

    Senior DirectorCRD 5023365

  • DIANA FAN

    Vice PresidentCRD 5628223

  • MARISOL NARANJO

    Vice PresidentCRD 2478711

Unlock 311 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

JERSEY CITY, NJ

HUDSON

Location

JERSEY CITY, NJ

Headquartered in JERSEY CITY, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
HUDSON
Address
1 Pershing Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth