Pershing Advisor Solutions LLC
Firm details
- Headquarters
- Jersey City, New Jersey
- CRD number
- 36671
- Registered since
- January 3, 1995
- Website
- www.pershing.com
Firm profile
FINTRXOverview
Pershing Advisor Solutions LLC is recorded as a limited liability company that has been SEC-registered since 1995. The dataset identifies the owner type as a domestic entity/individual and classifies the firm as unclassified for the available fields. The record flags the firm as not functioning as a capital allocator, not an active ESG investor, not a pension consultant, and not a related adviser. The source did not provide descriptions of the firm’s advisory activities, fee structure, or client segments.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
James Crowley
Chief Executive OfficerCRD 1087182
Eric David
COOCRD 3132045
Jason Lofling
Chief Financial OfficerCRD 5177277
Contacts
3 of 309
Danielle Palancia
Senior DirectorCRD 5023365
Diana Fan
Vice PresidentCRD 5628223
Marisol Naranjo
Vice PresidentCRD 2478711
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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