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Justin Williams

BNY Mellon Securities Corp.

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About Justin Williams

Justin Williams is a financial advisor at BNY Mellon Securities Corp. Justin has been in the financial services industry for over 18 years and has experience in various areas, including portfolio management, investment advice, and retirement planning. Justin has a Series 7, 6, 63, and 66 licenses. Justin is a dedicated professional who is committed to helping clients reach their financial goals.

Firm Information

Justin Williams 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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Justin Williams’s Registration & Firm History

WA

01/20/2024 - Present

BNY Mellon Securities Corp. (Seattle WA)

WA

03/08/2019 - 03/30/2022

WELLS FARGO CLEARING SERVICES, LLC (SEATTLE WA)

OH

02/04/2009 - 11/06/2009

KEY INVESTMENT SERVICES LLC (BROOKLYN OH)

WA

08/25/2003 - 02/16/2007

MCDONALD INVESTMENTS INC. (SEATTLE WA)

MA

02/01/2000 - 12/02/2002

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 04/01/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/08/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/08/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/08/2019

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2003

Series 7 - General Securities Representative Examination

BC

Issued 01/31/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Williams.
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