Pershing Advisor Solutions LLC
Firm details
- Headquarters
- Jersey City, New Jersey
- CRD number
- 36671
- Registered since
- January 3, 1995
- Website
- www.pershing.com
Firm profile
FINTRXOverview
Pershing Advisor Solutions LLC is organized as a limited liability company with ownership described as both a domestic entity and individual ownership. The firm's public snapshot classifies it as "unclassified" and does not identify it as a capital allocator. The profile indicates the firm is not an active ESG investor, is not structured as a multi-state adviser, is not newly formed, does not serve as a pension consultant, and is not listed as a related adviser. The record supplied to FINTRX does not include fee schedule, stated business activities, or advisory services details, so there is no firm-provided description of client segments, investment strategy, or service model in this dataset.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4James Crowley
Chief Executive OfficerCRD 1087182

Nina Weiss
Chief Compliance OfficerCRD 2642331

Eric David
COOCRD 3132045
Contacts
3 of 305
Kelsey Riberdy
AssociateCRD 5886050

Sarah Byron
Client Processing ManagerCRD 5201743
Eddie Gonzalez
Senior AssociateCRD 5221586
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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