PERSHING ADVISOR SOLUTIONS LLC
JERSEY CITY, NJ

Pershing Advisor Solutions LLC, a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon), operates as member FINRA and SIPC. Established originally in 1939 as Pershing & Company with a humble capitalization of $200,000, the firm has evolved over decades to become a significant leader in providing business management, execution, and financing solutions with custody at its core. With offices worldwide, including its headquarters at One Pershing Plaza, Jersey City, NJ, Pershing Advisor Solutions serves an array of sophisticated clients, from wealth management firms and institutional providers to broker-dealers and fund managers across multiple regions. The firm excels in delivering a wide spectrum of global financial solutions such as clearing, custody, investment and retirement offerings, cutting-edge technology, enterprise data management, trading services, prime brokerage, and business consulting. With over 23 international offices, Pershing supports more than 7 million investor accounts globally, ensuring clients benefit from profound industry expertise, innovative solution designs, and robust technology to bolster their financial operations. Notably, Pershing is known for its commitment to its clients' success and regulatory compliance, adhered by multiple global regulations including the Financial Conduct Authority in the UK (No. 124415), and the Jersey Financial Services Commission regulation, among others. The firm maintains a leading position in enterprise data management solutions and managed account offerings. Pershing Advisor Solutions is part of the extensive BNY Mellon's Pershing family that includes Pershing LLC, Pershing Securities Australia Pty Ltd (ABN 60 136 184 962, AFSL No. 338264), and others. The company's public ownership status reflects a substantial level of independent evaluations regarding its system functionality and fiscal health. The leadership team at Pershing stands testament to stability and dedication, having considerable years of experience within the firm across prominent management roles, alongside active participation in industry committees globally that advocate for policy and regulatory developments. With approximately 80 years as Wall Street innovators, Pershing continues to uphold a tradition of pioneering advancements within the financial services sector. For further information, one can contact Pershing Advisor Solutions LLC via their website at persHINGadvisorsolutions.com or reach them through their toll-free number (800) 445-4467.