Financial ADVSR advisor directory · SEC adviser records
BNY Mellon Securities Corporation financial advisors in West Palm Beach, FL
Every SEC-registered investment adviser representative at a BNY Mellon Securities Corporation office in West Palm Beach, A to Z.
The short answer
6 registered advisors work at BNY Mellon Securities Corporation in West Palm Beach, out of 57 at the firm nationwide; it ranks number 13 in the city by advisors. 1 list the CFP designation and 6 are also registered broker representatives.
BNY Mellon Securities Corporation advisors in West Palm Beach, A to Z
Every BNY Mellon Securities Corporation advisor →- Michael J. HoldenCertified Financial Planner · Also a broker rep
- Michael C. KopeckyAlso a broker rep
- Paul D. PastoreAlso a broker rep
- Susan ReedAlso a broker rep
- Sean O. RobnettAlso a broker rep
- George TashieAlso a broker rep
BNY Mellon Securities Corporation advisors in every city and state →BNY Mellon Securities Corporation: assets, clients and custodians →Advisor Moves: who changed firms this week →
BNY Mellon Securities Corporation advisors in other cities
New York, NY 29Boston, MA 2Lake Mary, FL 2Pittsburgh, PA 2Akron, OH 1Bellmore, NY 1Birmingham, MI 1Charleston, SC 1Dallas, TX 1Darnestown, MD 1Houston, TX 1Morristown, NJ 1Mount Pleasant, SC 1North Bellmore, NY 1Palos Heights, IL 1
Other firms in West Palm Beach
All West Palm Beach advisors →Morgan Stanley 71Facet 43UBS Financial Services Inc. 41Merrill Lynch, Pierce, Fenner & Smith Incorporated 24Citizens Securities, Inc. 15A&M Private Wealth Partners, LLC 11Alliancebernstein L.P. 10J.P. Morgan Securities LLC 9Raymond James & Associates, Inc. 9Cresset Asset Management, LLC 8Osaic Wealth, Inc. 8Td Private Client Wealth LLC 7
Questions
How many financial advisors does BNY Mellon Securities Corporation have in West Palm Beach?
6 investment adviser representatives are registered at BNY Mellon Securities Corporation offices in West Palm Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 57 nationwide. 1 list the CFP designation and 6 are also registered as broker representatives.
Is BNY Mellon Securities Corporation one of the largest advisor employers in West Palm Beach?
BNY Mellon Securities Corporation ranks number 13 in West Palm Beach by registered advisors; Morgan Stanley has the most, with 71.
How do I check a BNY Mellon Securities Corporation advisor in West Palm Beach?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.