CONNECT

Address:

5414 Oberlin Drive, Suite #220
San Diego, CA 92121

Phone:

800-900-5867

Fax/Other:

866-936-0750

Pershing

As the industry's largest provider of clearing and settlement solutions,¹ BNY Mellon's Pershing can help you power your business by driving growth, creating scale and managing costs, and helping you stay ahead of new regulations. And the depth of their client base allows them to facilitate dialogue and bring the best solutions to all of our clients.

Pershing solutions include:

  • Global clearing and settlement in equities, fixed income, annuities and more
  • Multicurrency capabilities
  • A proprietary rules-based compliance engine and fully integrated alerts
  • Advisor access to reporting and a single view of client holdings, from mutual funds to 529 plans to annuity policies
  • Client statements and information delivered the way investors prefer—including on mobile devices

Pershing is committed to the safekeeping, segregation and reporting of their global client assets. Their public ownership and global Systemically Important Bank (G-SIB) status ensures your assets and future are backed not just by words but by more rigorous testing and independent third-party regulations and protections.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck