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Nancy Basel

BNY Mellon Securities Corp.

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About Nancy Basel

Nancy Basel is a financial advisor with BNY Mellon Securities Corp. located in UNIONDALE, NY. Nancy has been in the industry since 2003. Nancy has a wide range of experience, having previously worked with Goldman, Sachs & Co. Nancy is registered to provide investment advice in 52 states and is a licensed Series 6, 7, 26 and 63. She provides portfolio management services for businesses and individuals.

Firm Information

Nancy Basel 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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Nancy Basel’s Registration & Firm History

NY

03/08/2013 - Present

BNY Mellon Securities Corp. (UNIONDALE NY)

NY

10/01/1996 - 10/29/1996

GOLDMAN, SACHS & CO. (NEW YORK NY)

NA

10/25/1991 - 10/01/1996

GOLDMAN SACHS MONEY MARKETS, L.P.

NA

09/20/1988 - 10/25/1991

GOLDMAN SACHS MONEY MARKETS INC.

NY

06/21/1988 - 12/06/1988

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

06/23/1987 - 05/27/1988

BEAR, STEARNS & CO. INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/03/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2022

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/20/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nancy Basel.
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