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Anna Danik

BNY Mellon Securities Corp.

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About Anna Danik

Anna Danik is a financial advisor with BNY Mellon Securities Corp. based in NEW YORK, NY. Anna has over 14 years of experience in the financial services industry. Anna is registered with FINRA and holds Series 3, 7, 63, and 66 licenses, as well as the SIE exam. Anna specializes in providing financial advice and portfolio management services to individuals and businesses.

Firm Information

Anna Danik is currently registered with BNY Mellon Securities Corp.. BNY Mellon Securities Corp. is a Corporation formed in January 1968 and headquartered in NEW YORK, NY. The firm sponsors a wrap fee program and serves as a portfolio manager or model provider to third party wrap program sponsors. They manage approximately $6,124,034,792 in client assets, primarily for individuals, corporations, and other investment advisors. The firm is registered with the SEC and in all 50 states.
BNY Mellon Securities Corp.

240 GREENWICH STREET

NEW YORK, NY 10286-0001

$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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Anna Danik’s Registration & Firm History

NY

04/16/2024 - Present

BNY Mellon Securities Corp. (NEW YORK NY)

NJ

09/30/2021 - 04/15/2024

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NY

04/03/2019 - 09/09/2020

MARINER GROUP CAPITAL MARKETS, LLC (NEW YORK NY)

NY

02/14/2011 - 05/24/2018

PIMCO INVESTMENTS LLC (NEW YORK NY)

NY

07/02/2010 - 02/14/2011

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)

NY

08/25/2008 - 06/23/2010

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

10/09/2007 - 05/16/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/30/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/18/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2010

Series 3 - National Commodity Futures Examination

BC

Issued 10/08/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anna Danik.
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