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Gregory Howard Scozzari

BNY Mellon Securities Corp.

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About Gregory Howard Scozzari

Gregory Scozzari is an investment advisor representative at BNY Mellon Securities Corp. Gregory is registered to provide investment advice in all 50 states, District of Columbia and Puerto Rico. Gregory has been in the financial industry since 2017. Before joining BNY Mellon Securities Corp., Gregory worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gregory holds the following securities licenses: Series 3, SIE, and Series 7. Gregory has also passed the Uniform Combined State Law Examination (Series 66). Gregory has also provided investment advice to the following client types: corporations or other businesses, individuals other than high net worth, insurance companies, charitable organizations, high-net-worth individuals, and pension and profit-sharing plans.

Firm Information

Gregory Scozzari 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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Gregory Scozzari’s Registration & Firm History

NJ

01/11/2019 - Present

BNY Mellon Securities Corp. (Hoboken NJ)

NJ

07/26/2017 - 01/03/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

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Licenses & Designations

BOTH

Issued 08/11/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/15/2022

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Howard Scozzari.
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