Pershing Advisor Solutions LLC

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
315
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 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

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 4
  • James Crowley

    James Crowley

    Chief Executive OfficerCRD 1087182

  • Nina Weiss

    Nina Weiss

    Chief Compliance OfficerCRD 2642331

  • Eric David

    Eric David

    COOCRD 3132045

Unlock 1 more executives

Contacts

3 of 311
  • Kelsey Riberdy

    Kelsey Riberdy

    AssociateCRD 5886050

  • Emilio Coppin

    Emilio Coppin

    Sr. Vice PresidentCRD 5092010

  • Sarah Byron

    Sarah Byron

    Client Processing ManagerCRD 5201743

Unlock 308 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth