PERSHING ADVISOR SOLUTIONS LLC
JERSEY CITY, NJ

Pershing Advisor Solutions LLC is an integral part of The Bank of New York Mellon Corporation, standing strong since its inception in 1939 as Pershing & Company with a modest beginning at $200,000. Today, it's recognized as a premier provider of financial management solutions globally, anchored by custody services as their core offering. Headquartered in Jersey City, NJ, and boasting over 23 international offices, they cater to sophisticated clients like wealth managers, institutional providers, broker-dealers, and fund managers across various regions. Their portfolio is extensive, featuring global financial solutions such as clearing, custody, investment and retirement options, advanced technological tools, enterprise data management, trading services, prime brokerage, and strategic business consulting. With technology that supports more than 7 million investor accounts worldwide, Pershing ensures their clients have access to unparalleled industry expertise, innovative service design, and cutting-edge tech. Pershing takes its commitment to client success and regulatory adherence very seriously, aligning with regulations from the Financial Conduct Authority in the UK (No. 124415) among others. They hold a leader’s stance in enterprise data management solutions and managed account offerings. As part of BNY Mellon's Pershing family-which includes entities like Pershing LLC and Pershing Securities Australia Pty Ltd-Pershing Advisor Solutions benefits from comprehensive, independent oversight regarding its systems and financial health. The company thrives under a leadership team deeply rooted in its history, combining decades of experience with active roles in global industry committees to further policy and regulatory progress. Having spent 80 years as innovators on Wall Street, Pershing continues this tradition of pushing the envelope within the financial services sector. For more details, you can visit their website at persHINGadvisorsolutions.com or give them a call through their toll-free number (800) 445-4467.