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Rachel Eileen Delevante

BNY Mellon Securities Corp.

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About Rachel Eileen Delevante

Rachel Delevante is a broker and investment advisor representative with BNY Mellon Securities Corp. Rachel has been in the financial industry since 2010. She has been registered with BNY Mellon Securities Corp. since 2024, and previously worked for T3 TRADING GROUP, LLC, NEUBERGER BERMAN LLC, SECONDMARKET, INC., and BMO CAPITAL MARKETS CORP.

Firm Information

Rachel Delevante 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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Rachel Delevante’s Registration & Firm History

SC

01/10/2024 - Present

BNY Mellon Securities Corp. (Charleston SC)

NY

01/10/2018 - 06/22/2018

T3 TRADING GROUP, LLC (NEW YORK NY)

CA

10/04/2010 - 07/26/2016

NEUBERGER BERMAN LLC (SAN FRANCISCO CA)

NY

07/15/2008 - 10/28/2010

SECONDMARKET, INC. (NEW YORK NY)

NY

10/17/2006 - 08/13/2007

BMO CAPITAL MARKETS CORP. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/24/2019

Series 66 - Uniform Combined State Law Examination

IA

Issued 04/13/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/22/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/22/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/2018

Series 57 - Securities Trader Exam

BC

Issued 10/16/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rachel Eileen Delevante.
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