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David Randolph Reeve

BNY Mellon Securities Corp.

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About David Randolph Reeve

David Randolph Reeve is a financial advisor at BNY Mellon Securities Corp. David has over 13 years of experience in the financial services industry. Before joining BNY Mellon Securities Corp., David worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC. David is registered with the state of Pennsylvania.

Firm Information

David Reeve 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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David Reeve’s Registration & Firm History

PA

05/22/2024 - Present

BNY Mellon Securities Corp. (PHILADELPHIA PA)

NJ

08/19/2019 - 09/17/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)

NJ

09/24/2013 - 08/16/2019

J.P. MORGAN SECURITIES LLC (PRINCETON NJ)

NJ

07/08/2011 - 08/27/2013

SUMMIT EQUITIES, INC. (PARSIPPANY NJ)

PA

12/02/2008 - 07/16/2009

WELLS FARGO ADVISORS, LLC (YARDLEY PA)

NY

05/11/2007 - 08/19/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/27/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2007

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2008

Series 3 - National Commodity Futures Examination

BC

Issued 05/09/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Randolph Reeve.
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