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Charles Connolly Webster

BNY Mellon Securities Corp.

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About Charles Connolly Webster

Charles Connolly Webster has been in the securities industry since July 1998 and is currently registered with BNY Mellon Securities Corp. Charles has worked for several other firms throughout his career, including FIDELITY BROKERAGE SERVICES LLC, DREYFUS SERVICE CORPORATION and MBSC, LLC. Charles is registered to provide investment advice in 53 states and holds licenses for Series 6, 7, 24, and 63 exams.

Firm Information

Charles Webster 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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Charles Webster’s Registration & Firm History

NY

06/15/2011 - Present

BNY Mellon Securities Corp. (UNIONDALE NY)

NY

02/06/2006 - 09/17/2009

FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)

NY

03/27/2000 - 01/13/2006

DREYFUS SERVICE CORPORATION (NEW YORK NY)

NY

07/03/2003 - 06/13/2005

MBSC, LLC (NEW YORK NY)

CA

10/21/1999 - 03/15/2000

DREYFUS BROKERAGE SERVICES, INC. (LOS ANGELES CA)

NY

09/25/1996 - 11/23/1999

THE DREYFUS SERVICE CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/27/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/03/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/1998

Series 7 - General Securities Representative Examination

BC

Issued 09/24/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Connolly Webster.
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