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Monica Lynne Van tassel

BNY Mellon Securities Corp.

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About Monica Lynne Van tassel

Monica Lynne Van tassel is an active advisor registered with BNY Mellon Securities Corp. and is located in New York, NY. Monica has been in the industry since 2011. Monica is licensed to provide financial services in Florida. Monica has experience in various areas including financial planning, portfolio management, and investment advisory services.

Firm Information

Monica Van tassel 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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Monica Van tassel’s Registration & Firm History

NY

09/17/2019 - Present

BNY Mellon Securities Corp. (NEW YORK NY)

FL

06/13/2017 - 11/17/2017

STILLPOINT CAPITAL, LLC (TAMPA FL)

FL

02/18/2009 - 06/02/2015

J.P. MORGAN SECURITIES LLC (PALM BEACH FL)

NJ

07/16/2001 - 04/18/2002

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BC

Issued 02/10/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/01/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/17/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/2009

Series 7 - General Securities Representative Examination

BC

Issued 07/13/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Monica Lynne Van tassel.
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