Be advised. This firm is no longer registered.

Bny Mellon Investor Solutions, LLC

Bny Mellon Investor Solutions, LLC (CRD# 277132) is a financial advisory firm headquartered in Boston, MA. They manage $852,976,345 in 9 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    853
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $94,775,149
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, DE, FL, GA, IL, MA, MI, NC, NJ, NV, NY, OH, PA, TX, VA, WA

Financial Advisors at Bny Mellon Investor Solutions, LLC
No Advisor Found.
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