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Osvin M Torres

BNY Mellon Securities Corp.

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About Osvin M Torres

Osvin Torres is an investment advisor with BNY Mellon Securities Corp. Osvin is registered with the state of California as both a broker-dealer and an investment advisor. Osvin has been in the financial industry since 2013. Prior to joining BNY Mellon Securities Corp., Osvin worked at Umpqua Investments, Inc. and City National Securities, Inc. Osvin has a Series 7, Series 63, and Series 65 license. Osvin is an experienced financial professional with a strong track record of success. Osvin specializes in portfolio management for individuals and businesses.

Firm Information

Osvin Torres 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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Osvin Torres’s Registration & Firm History

CA

07/09/2021 - Present

BNY Mellon Securities Corp. (NEWPORT BEACH CA)

CA

01/24/2019 - 11/19/2019

UMPQUA INVESTMENTS, INC. (Irvine CA)

CA

03/04/2016 - 10/02/2018

CITY NATIONAL SECURITIES, INC. (IRVINE CA)

NY

05/03/2011 - 03/04/2016

RIM SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/15/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Osvin M Torres.
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