Managed Account Solutions

Grow Your Program While Simplifying Your Business

Demand for managed account solutions is growing and advisors, firms and RIAs are expected to find new ways to help investors meet their financial goals. Pershing's managed account solutions offer a single, elegant experience so you can focus on your most important priority—helping investors meet their financial goals.

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Managed Investments

Investment advisory services are offered through Lockwood Advisors, Inc. (Lockwood). Lockwood is an investment adviser registered in the United States under the Investment Advisers Act of 1940, an affiliate of Pershing LLC and a subsidiary of The Bank of New York Mellon Corporation (BNY Mellon).

Advisor Solutions refers to the brokerage services business of Pershing Advisor Solutions LLC and/or the bank custody solutions business of BNY Mellon, N.A. Pershing Advisor Solutions LLC, member FINRA, SIPC, is a subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Clearing, brokerage custody or other related services may be provided by Pershing LLC, member FINRA, NYSE, SIPC. Pershing Advisor Solutions relies on its affiliate Pershing LLC to provide execution services. Bank custody and private banking solutions are provided by BNY Mellon, National Association (BNY Mellon, N.A.), member FDIC, a wholly owned subsidiary of The Bank of New York Mellon Corporation.

Featured Solutions and Resources

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