How can you help wealthy clients simplify their financial lives—while building a business that lasts?
We are a different breed of custodian—exclusively dedicated to supporting growth-minded advisors who serve wealthy and ultra-wealthy clients with complex financial needs. Pershing Advisor Solutions can help you better manage and grow your business.
You have the power of choice. We draw on the strength and resources of Pershing and BNY Mellon to connect you to groundbreaking wealth management solutions. You can choose from bank or brokerage custody programs through a single platform, giving you a revolutionary degree of freedom and efficiency.
Access to private banking features from BNY Mellon, global trading, fully-paid securities lending opportunities, and consolidated wealth reporting from our affiliate Albridge. Working with us, you can access the advanced capabilities you need to become your clients’ most trusted advisor.
At the same time, we also support your business at every step of the way—from managing a career transition to defining your value proposition to establishing a succession plan.
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.
*In light of recent regulatory developments and anticipated changes to our Fully Paid Securities Lending program, we are not accepting new participants to our Fully Paid Securities Lending program temporarily. More information on the launch of our updated program will be available in 2021.