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 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
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 3JAMES CROWLEY
Chief Executive OfficerCRD 1087182
JASON LOFLING
Chief Financial OfficerCRD 5177277
NINA WEISS
Chief Compliance OfficerCRD 2642331
Contacts
3 of 314DANIELLE PALANCIA
Senior DirectorCRD 5023365
DIANA FAN
Vice PresidentCRD 5628223
MARISOL NARANJO
Vice PresidentCRD 2478711
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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