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Kristina Cassidy Fox

BNY Mellon Securities Corp.

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About Kristina Cassidy Fox

Kristina Cassidy Fox is a registered investment advisor representative with BNY Mellon Securities Corp. Kristina has been in the financial services industry since 1993. Previously, Kristina has held roles with Foreside Fund Services, LLC, and Neuberger Berman LLC. Kristina holds the Series 7, Series 24, Series 63, and Series 65 licenses. She is registered to provide investment advice in 52 states and the District of Columbia. Kristina is a specialist in advising both businesses and individuals on portfolio management.

Firm Information

Kristina Fox 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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Kristina Fox’s Registration & Firm History

NY

04/02/2019 - Present

BNY Mellon Securities Corp. (New York NY)

NY

11/16/2016 - 12/31/2018

FORESIDE FUND SERVICES, LLC (New York NY)

NY

06/01/2004 - 10/04/2016

NEUBERGER BERMAN LLC (NEW YORK NY)

NY

03/13/1998 - 06/04/2004

CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC. (NEW YORK NY)

NY

07/23/1993 - 08/04/1997

NEUBERGER & BERMAN, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/11/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/09/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/07/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristina Cassidy Fox.
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