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Adam Piervincenzi

BNY Mellon Securities Corp.

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About Adam Piervincenzi

Firm Information

Adam Piervincenzi is currently registered with BNY Mellon Securities Corp.. BNY Mellon Securities Corporation, formed in 1968, is a corporation headquartered in New York, NY, that provides portfolio management services for individuals and businesses. The firm also sponsors a wrap fee program and serves as a portfolio manager or model provider to third-party wrap program sponsors. BNY Mellon Securities Corporation manages over $6 billion in assets for its clients.
BNY Mellon Securities Corp.

144 GLENN CURTISS BOULEVARD

UNIONDALE, NY 11556

$6.12B

Assets Under Management

Not reported

Total Clients

326

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.

Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Piervincenzi’s Registration & Firm History

NY

11/15/2023 - Present

BNY Mellon Securities Corp. (UNIONDALE NY)

NY

07/06/2022 - 01/03/2023

PUMA CAPITAL, LLC (RYE NY)

NJ

09/14/2020 - 11/09/2021

PAULSON INVESTMENT COMPANY LLC (Hazlet NJ)

NY

01/07/2019 - 09/17/2020

A.G.P. / ALLIANCE GLOBAL PARTNERS (New York NY)

NY

05/10/2018 - 07/03/2018

FORDHAM FINANCIAL MANAGEMENT, INC. (New York NY)

NJ

04/20/2009 - 06/27/2012

STOCKCROSS FINANCIAL SERVICES, INC. (JERSEY CITY NJ)

NJ

09/25/2006 - 04/03/2009

HILL THOMPSON MAGID & CO., INC. (JERSEY CITY NJ)

NJ

04/26/2006 - 09/28/2006

E*TRADE SECURITIES LLC (JERSEY CITY NJ)

NE

12/14/2004 - 03/30/2006

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

NY

06/18/2003 - 11/21/2003

MAXIM GROUP LLC (NEW YORK NY)

NY

11/05/2002 - 06/05/2003

MAXIM GROUP LLC (NEW YORK NY)

NY

10/30/2000 - 02/27/2001

JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)

NY

06/14/2000 - 10/27/2000

WHITEHALL WELLINGTON INVESTMENTS, INC. (PORT WASHINGTON NY)

NY

06/14/2000 - 08/14/2000

CAMBRIDGE CAPITAL, LLC (GARDEN CITY NY)

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Licenses & Designations

BC

Issued 6/5/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 7/3/2024

Series 24 - General Securities Principal Examination

BC

Issued 3/1/2019

Series 57TO - Securities Trader Exam

BC

Issued 7/3/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/10/2018

Series 7 - General Securities Representative Examination

BC

Issued 1/18/2007

Series 55 - Limited Representative-Equity Trader Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Piervincenzi.
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