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 listed as a limited liability company that has been registered with the SEC since 1995. The entity is classified as "unclassified" in the snapshot and is owned by a mix of a domestic entity and an individual. The profile indicates the firm does not function as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The available FINTRX snapshot does not include descriptions of the firm's specific advisory activities, fee schedules, or client segments, so public-facing details about how the firm positions its services and investment approach are not documented in this source.
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 311
Kelsey Riberdy
AssociateCRD 5886050

Emilio Coppin
Sr. Vice PresidentCRD 5092010

Sarah Byron
Client Processing ManagerCRD 5201743
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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