Pershing LLC

Broker-DealerFINRA MemberEst. 1973
Total AUM
Advisory reps
941
Avg account
$0

Firm details

Headquarters
Jersey City, New Jersey
CRD number
7560
Registered since
April 23, 1973

Firm profile

FINTRX

Overview

Pershing LLC is organized as a limited liability company and is classified in the dataset as an investment bank. The record shows SEC registration dating back to 1973 and lists the owner type as a domestic entity and individual. The FINTRX snapshot flags Pershing as not acting as a capital allocator and not identified as an active ESG investor. The entry does not include details on fee schedules, advisory activities, or client segments.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 8
  • Peter Cole

    Peter Cole

    Chief AML OfficerCRD 6144527

  • Ranjit Samra

    Ranjit Samra

    CIOCRD 2307331

  • Eric David

    Eric David

    COOCRD 3132045

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Contacts

3 of 933
  • Christopher Rodriguez

    Christopher Rodriguez

    DirectorCRD 5590755

  • Felix Torres

    AssociateCRD 5998706

  • Liwei Zhang

    Liwei Zhang

    Vice PresidentCRD 6707557

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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