Are you an established wealth manager looking to consolidate asset manager relationships? Would you benefit from outsourcing investment advisory services for a portion of your clients? Do you need to get a new wealth management practice up and running, or are you still weighing a transition to an advisory business model?
However you structure your practice, Pershing Advisor Solutions offers a choice of approaches designed to fit your needs:
Pershing Advisor Solutions offers a one-stop solution that provides you access to managed account services and tools that are fully integrated into our NetX360® advisor platform.
Pershing Advisor Solutions serves advisors and financial organizations exclusively, with no competing retail channel. Rather than trying to steer you into proprietary solutions, Pershing Advisor Solutions gives you the options you need to follow your own independent judgment for your clients.
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.