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Geoffrey Vaughn Wilson

BNY Mellon Securities Corp.

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About Geoffrey Vaughn Wilson

Geoffrey Vaughn Wilson is a financial advisor with BNY Mellon Securities Corp. Geoffrey has been in the financial services industry since 2001, and holds the Series 7, Series 63, Series 66 and SIE licenses. Geoffrey has experience with several firms including Pacer Financial, Inc., Deutsche AM Distributors, Inc., Morgan Stanley DW Inc. and American Express Financial Advisors Inc. Geoffrey's current registration is active in all 50 states, and includes both investment advisory and brokerage services.

Firm Information

Geoffrey Wilson 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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Geoffrey Wilson’s Registration & Firm History

NY

07/02/2018 - Present

BNY Mellon Securities Corp. (New York NY)

PA

07/18/2017 - 05/31/2018

PACER FINANCIAL, INC. (MALVERN PA)

IL

08/22/2007 - 01/04/2017

DEUTSCHE AM DISTRIBUTORS, INC. (CHICAGO IL)

AL

01/26/2005 - 02/21/2007

MORGAN STANLEY DW INC. (HUNTSVILLE AL)

MN

01/19/2001 - 02/16/2005

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/19/2001 - 02/16/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

AL

01/02/2000 - 11/13/2000

REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)

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Licenses & Designations

BOTH

Issued 08/02/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/08/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Geoffrey Vaughn Wilson.
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