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BNY MELLON SECURITIES CORPORATION
CRD 231 · SEC 801-54739
240 GREENWICH STREET, 9TH FLOOR EAST, NEW YORK, NY, 10286-0001, United States
Phone
2129226273
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.45B
Discretionary AUM
$703.1M
Team
253 total employees; 91 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-06-17
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (institutions)BNYMSC SPONSORS A WRAP FEE PROGRAM, AND SERVES AS A PORTFOLIO MGR OR MODEL PROVIDER TO THIRD PARTY WRAP PROGRAM SPONSORS.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2997 | $856.3M |
| High net worth individuals | 228 | $420.2M |
| Pension/profit sharing plans | 30 | $18.1M |
| Charitable organizations | 22 | $31.1M |
| Corporations/business entities | 441 | $264.5M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD