Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

BNY Mellon Securities Corporation financial advisors in Florida

Every SEC-registered investment adviser representative at a BNY Mellon Securities Corporation office in Florida, by city and A to Z.

The short answer

8 registered advisors work at BNY Mellon Securities Corporation in Florida, out of 57 nationwide; it's the firm's number 2 state by advisors, and the most are in West Palm Beach (6). 1 list the CFP designation and 8 are also registered broker representatives.

BNY Mellon Securities Corporation advisors by city in Florida

Every firm in Florida →

West Palm Beach 6Lake Mary 2

BNY Mellon Securities Corporation advisors in Florida, A to Z

Search by name →

BNY Mellon Securities Corporation in other states

New York 34California 3

Questions

How many BNY Mellon Securities Corporation financial advisors are in Florida?

8 investment adviser representatives are registered at BNY Mellon Securities Corporation offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 57 at the firm nationwide. 1 list the CFP designation and 8 are also registered as broker representatives.

Where in Florida does BNY Mellon Securities Corporation have the most advisors?

West Palm Beach, with 6, then Lake Mary (2). BNY Mellon Securities Corporation has advisors in 2 cities in Florida.

How do I check a BNY Mellon Securities Corporation advisor in Florida?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the BNY Mellon Securities Corporation office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.