linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Joseph Zaccardi

BNY Mellon Securities Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Joseph Zaccardi

Robert Zaccardi is a registered representative with BNY Mellon Securities Corp. and is licensed in Massachusetts. Robert Zaccardi is also registered with FINRA. He has been in the industry since October 29, 2019. Robert Zaccardi previously worked at J.P. MORGAN SECURITIES LLC and SCUDDER INVESTOR SERVICES, INC.. He has experience with securities products and investment company products/variable contracts. Robert Zaccardi is currently associated with BNY Mellon Securities Corp. in Boston, MA.

Firm Information

Robert Zaccardi 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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Zaccardi’s Registration & Firm History

MA

03/29/2024 - Present

BNY Mellon Securities Corp. (BOSTON MA)

MA

01/19/2019 - 06/19/2022

J.P. MORGAN SECURITIES LLC (Boston MA)

NA

06/12/1992 - 06/10/1993

SCUDDER INVESTOR SERVICES, INC.

Not sure if Robert Joseph Zaccardi is right for you?

Licenses & Designations

BC

Issued 02/12/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/19/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/03/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Joseph Zaccardi.
Not sure if Robert Joseph Zaccardi is right for you?