Invested Better
Unclaimed

Unclaimed

Unclaimed

Jonathan Cyril Ritz

BNY Mellon Securities Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jonathan? Claim Your Profile

About Jonathan Cyril Ritz

Jonathan Cyril Ritz is a financial professional with over 20 years of experience in the industry. Jonathan has held several positions with companies such as Mellon Funds Distributor, L.P., MBSC, LLC and Dreyfus Service Corporation. Currently, Jonathan is a registered representative with BNY Mellon Securities Corp. Jonathan holds the Series 3, 7, 24, 30 and 63 licenses. Jonathan is registered with the state of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming.

Firm Information

Jonathan Ritz 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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jonathan Ritz’s Registration & Firm History

NY

07/02/2007 - Present

BNY Mellon Securities Corp. (New York NY)

PA

05/26/2004 - 07/02/2007

MELLON FUNDS DISTRIBUTOR, L.P. (PITTSBURGH PA)

NY

03/01/2004 - 12/31/2005

MBSC, LLC (NEW YORK NY)

NY

01/10/2002 - 03/09/2004

DREYFUS SERVICE CORPORATION (NEW YORK NY)

Not sure if Jonathan Cyril Ritz is right for you?

Licenses & Designations

BC

Issued 01/30/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/01/2021

Series 30 - NFA Branch Manager Examination

BC

Issued 08/20/2013

Series 24 - General Securities Principal Examination

BC

Issued 08/02/2022

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Cyril Ritz.
Not sure if Jonathan Cyril Ritz is right for you?