Pershing LLC
Firm details
- Headquarters
- Jersey City, New Jersey
- CRD number
- 7560
- Registered since
- April 23, 1973
- Website
- www.pershing.com
Firm profile
FINTRXOverview
Pershing LLC is organized as a limited liability company and is recorded as SEC-registered since 1973. FINTRX classifies the firm as an investment bank and lists the owner type as a domestic entity / individual. The profile indicates Pershing LLC is not a capital allocator and does not identify as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. FINTRX does not provide detail on the firm’s client base, fee schedules, specific business activities, or advisory offerings.
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 9
Peter Cole
Chief AML OfficerCRD 6144527
Ranjit Samra
CIOCRD 2307331
Eric David
COOCRD 3132045
Contacts
3 of 922
Christopher Rodriguez
DirectorCRD 5590755
Felix Torres
AssociateCRD 5998706
Liwei Zhang
Vice PresidentCRD 6707557
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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