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 investments solutions offer a single, elegant experience so you can focus on your most important priority—helping investors meet their financial goals.
Investment advisory services are offered through Lockwood Advisors, Inc. (Lockwood), an affiliate of Pershing. Lockwood is an investment adviser registered in the United States under the Investment Advisers Act of 1940, an affiliate of Pershing LLC each wholly-owned subsidiaries of The Bank of New York Mellon Corporation.
Pershing Advisor Solutions LLC, member FINRA, SIPC, is a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Clearing, custody, or other brokerage 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, N.A., member FDIC, a wholly owned subsidiary of The Bank of New York Mellon Corporation. Except with respect to uninvested cash held in a bank deposit account chosen by client as part of a sweep election, assets custodied at BNY Mellon, N.A. are segregated from the general assets of BNY Mellon, N.A.