BNY Mellon Review


Trust Score 75%
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Last updated: June 26th, 2019. Data source: SEC filings.

BNY Mellon, federally registered in 1997, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 264 advisors. BNY Mellon manages $1.5 billion and provides investment advisory services for 3,822 clients (1:15 advisor/client ratio). This firm or an advisory affiliate has a disciplinary history (see below).

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Firm Information


Feature Value
Minimum Investment $0
Average Client Balance $388,001
Hybrid Advisor Yes
Disciplinary History Yes
Total AUM $1.5 billion
Advisor / Client Ratio 1:15
Headquarters New York, NY
SEC Filings Forms and Brochures    (CRD # 231)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY


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