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Nerissa Refuerzo Clark

BNY Mellon Securities Corp.

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About Nerissa Refuerzo Clark

Nerissa Refuerzo Clark is a registered representative with BNY Mellon Securities Corp. and has been in the financial services industry since 1991. Nerissa is licensed in 12 states and has held previous positions at MBSC Securities Corporation, Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Nerissa specializes in portfolio management for individuals and businesses.

Firm Information

Nerissa Clark 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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Nerissa Clark’s Registration & Firm History

NY

03/17/2021 - Present

BNY Mellon Securities Corp. (NEW YORK NY)

CA

07/25/2016 - 04/01/2019

MBSC SECURITIES CORPORATION (SAN FRANCISCO CA)

TX

01/03/2011 - 07/07/2016

WELLS FARGO ADVISORS, LLC (AUSTIN TX)

CA

11/20/2003 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

05/02/2001 - 04/11/2003

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

11/27/1996 - 05/02/2001

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

CA

05/13/1991 - 09/14/1995

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 04/30/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nerissa Refuerzo Clark.
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