Pershing Advisor Solutions LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
309
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 with ownership described as both a domestic entity and individual ownership. The firm's public snapshot classifies it as "unclassified" and does not identify it as a capital allocator. The profile indicates the firm is not an active ESG investor, is not structured as a multi-state adviser, is not newly formed, does not serve as a pension consultant, and is not listed as a related adviser. The record supplied to FINTRX does not include fee schedule, stated business activities, or advisory services details, so there is no firm-provided description of client segments, investment strategy, or service model in this dataset.

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

  • Nina Weiss

    Nina Weiss

    Chief Compliance OfficerCRD 2642331

  • Eric David

    Eric David

    COOCRD 3132045

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Contacts

3 of 305
  • Kelsey Riberdy

    Kelsey Riberdy

    AssociateCRD 5886050

  • Sarah Byron

    Sarah Byron

    Client Processing ManagerCRD 5201743

  • Eddie Gonzalez

    Senior AssociateCRD 5221586

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

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