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Paige Christine Rafferty

BNY Mellon Securities Corp.

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About Paige Christine Rafferty

Paige Christine Rafferty is a registered representative with BNY Mellon Securities Corp. Paige Rafferty has been in the industry since 1995. Paige Rafferty is registered in 51 states for Broker-Dealer activities and 5 states for Investment Advisor activities. Paige Rafferty is registered in Delaware and District of Columbia for both Broker-Dealer and Investment Advisor activities.

Firm Information

Paige Rafferty 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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Paige Rafferty’s Registration & Firm History

MD

01/20/2016 - Present

BNY Mellon Securities Corp. (DARNESTOWN MD)

RI

08/02/2010 - 11/26/2013

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

MO

07/08/2004 - 06/29/2010

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

NJ

03/29/2004 - 07/16/2004

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NY

01/28/1998 - 01/07/2004

FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)

MD

08/29/1997 - 12/31/1997

H. BECK, INC. (ROCKVILLE MD)

SC

04/07/1997 - 06/25/1997

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

PA

11/17/1994 - 04/10/1997

ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 03/05/2014

Series 66 - Uniform Combined State Law Examination

IA

Issued 06/28/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/13/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paige Christine Rafferty.
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