Pershing Advisor Solutions LLC

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
315
Avg account
$0

Firm details

Headquarters
Jersey City, New Jersey
CRD number
36671
Registered since
January 3, 1995

Firm profile

FINTRX

Overview

Pershing Advisor Solutions LLC is organized as a limited liability company and has been SEC-registered since 1995. The FINTRX snapshot identifies ownership as a mix of domestic entities and individuals and classifies the firm as "Unclassified." The profile indicates the firm is not a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has not supplied descriptive detail about its core business activities, advisory offerings, client types, or fee structure in the FINTRX entry. That lack of reported client- or strategy-level information limits how the entity can be characterized from these records alone.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • James Crowley

    James Crowley

    Chief Executive OfficerCRD 1087182

  • Eric David

    Eric David

    COOCRD 3132045

  • Jason Lofling

    Jason Lofling

    Chief Financial OfficerCRD 5177277

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Contacts

3 of 311
  • Danielle Palancia

    Danielle Palancia

    Senior DirectorCRD 5023365

  • Diana Fan

    Vice PresidentCRD 5628223

  • Marisol Naranjo

    Marisol Naranjo

    Vice PresidentCRD 2478711

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Jersey City, NJ

Hudson

Location

Jersey City, NJ

Headquartered in Jersey City, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Hudson
Address
1 Pershing Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth