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Edward Zachary Trevino

BNY Mellon Securities Corp.

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About Edward Zachary Trevino

Edward Zachary Trevino is a financial professional with over seven years of experience in the financial services industry. Edward is currently registered with BNY Mellon Securities Corp. and has previously worked with American Funds Distributors, Inc., MML Investors Services, LLC and AXA Advisors, LLC. Edward holds Series 7 and 66 securities licenses as well as the SIE. Edward has been actively registered as an investment advisor representative in Texas since 2016 and is currently registered in 53 states. Edward is also a licensed real estate owner in Texas. Edward has a strong background in providing investment advice to individuals, businesses and institutional clients.

Firm Information

Edward Trevino 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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Edward Trevino’s Registration & Firm History

NY

07/07/2023 - Present

BNY Mellon Securities Corp. (New York NY)

TX

11/01/2017 - 06/30/2023

AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)

TX

08/23/2016 - 09/29/2017

MML INVESTORS SERVICES, LLC (SAN ANTONIO TX)

NY

07/11/2016 - 07/19/2016

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/23/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Zachary Trevino.
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