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Lee Ellwood

BNY Mellon Securities Corp.

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About Lee Ellwood

Lee Ellwood is a registered representative with BNY Mellon Securities Corp. Lee Ellwood is registered in New Jersey. Lee Ellwood's professional experience includes working at Morgan Stanley Smith Barney LLC, American Century Investment Services, Inc. Lee Ellwood has passed the Series 63, Series 65 and Series 66 exams. Lee Ellwood's current firm, BNY Mellon Securities Corp, provides portfolio management for individuals and businesses. BNY Mellon Securities Corp sponsors a wrap fee program and serves as a portfolio manager or model provider to third-party wrap program sponsors.

Firm Information

Lee Ellwood 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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Lee Ellwood’s Registration & Firm History

MA

10/31/2024 - Present

BNY Mellon Securities Corp. (MARSHFIELD MA)

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Licenses & Designations

State Registrations

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SRO Registrations

Disclosures

There are no public disclosures for Lee Ellwood.
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