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Diana Jean Kenneally

BNY Mellon Securities Corp.

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About Diana Jean Kenneally

Diana Kenneally is a registered representative at BNY Mellon Securities Corp. with over 10 years of experience in the financial services industry. Diana's previous experience includes roles at CITIZENS CAPITAL MARKETS and MBSC SECURITIES CORPORATION. Diana holds the Series 7, Series 63, and SIE licenses. Diana's expertise includes portfolio management for businesses and individuals. Diana is currently registered with the following states: California, Connecticut, District of Columbia, Florida, Illinois, Maine, Massachusetts, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, and Vermont.

Firm Information

Diana Kenneally 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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Diana Kenneally’s Registration & Firm History

MA

01/18/2022 - Present

BNY Mellon Securities Corp. (BOSTON MA)

MA

04/27/2019 - 03/10/2020

CITIZENS CAPITAL MARKETS (BOSTON MA)

MA

03/29/2016 - 07/12/2017

MBSC SECURITIES CORPORATION (BOSTON MA)

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Licenses & Designations

BC

Issued 04/25/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Diana Jean Kenneally.
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