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 organized as a limited liability company and has been SEC-registered since 1995. The FINTRX snapshot identifies the owner type as a mix of domestic entity and individual and classifies the firm as unclassified. The firm does not present itself as a capital allocator and the source does not disclose core advisory activities, client segments, fee schedules, or other business lines.
Assets & Accounts
Investments & Alternatives
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
Nina Weiss
Chief Compliance OfficerCRD 2642331
Eric David
COOCRD 3132045
Contacts
3 of 311
Kelsey Riberdy
AssociateCRD 5886050
Emilio Coppin
Sr. Vice PresidentCRD 5092010
Sarah Byron
Client Processing ManagerCRD 5201743
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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