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John Joseph Lavin

BNY Mellon Securities Corp.

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About John Joseph Lavin

John Lavin is a financial professional with over 5 years of experience in the industry. John holds the Series 7, Series 63, and Series 65 licenses. John has worked at BNY Mellon Securities Corp. since June 2019, and previously held positions at Columbia Management Investment Distributors, Inc. and Commonwealth Financial Network. John has a broad range of experience in financial services and is focused on providing clients with sound advice and guidance.

Firm Information

John Lavin 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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John Lavin’s Registration & Firm History

PA

07/12/2019 - Present

BNY Mellon Securities Corp. (PITTSBURGH PA)

MA

02/09/2017 - 06/27/2019

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

10/04/2016 - 01/26/2017

COMMONWEALTH FINANCIAL NETWORK (Westborough MA)

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Licenses & Designations

IA

Issued 04/13/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/17/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Joseph Lavin.
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