Pershing LLC

Broker-DealerFINRA MemberEst. 1973
Total AUM
—
Advisory reps
933
Avg account
$0

Firm details

Headquarters
Jersey City, New Jersey
CRD number
7560
Registered since
April 23, 1973

Firm profile

FINTRX

Overview

Pershing LLC is presented in the snapshot as a limited liability company that has been SEC-registered since 1973 and is classified as an investment bank. The ownership is identified as domestic (entity and individual). The profile indicates the firm is not a capital allocator and is not active on ESG investing according to the snapshot flags. Several typical advisor fields in the snapshot are not populated: client base, fee structure, business activities and advisory activities are not listed. The snapshot also marks Pershing LLC as not a multi-state adviser, not a pension consultant, and not a related adviser.

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 9
  • Brian Ruane

    Brian Ruane

    CEOCRD 3169333

  • James Crowley

    James Crowley

    Chief Executive OfficerCRD 1087182

  • Nina Weiss

    Nina Weiss

    Chief Compliance OfficerCRD 2642331

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Contacts

3 of 924
  • Kelsey Riberdy

    Kelsey Riberdy

    AssociateCRD 5886050

  • Corbett Lawrence

    Vice PresidentCRD 5184801

  • Sarah Byron

    Sarah Byron

    Client Processing ManagerCRD 5201743

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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