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Shannon Mchugh Price

BNY Mellon Securities Corp.

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About Shannon Mchugh Price

Shannon Mchugh Price is a financial professional with over two decades of experience in the financial services industry. Shannon is currently registered with BNY Mellon Securities Corp. as an investment advisor representative and has a Series 7, Series 63, and Series 65 licenses. Shannon also has prior experience working with Vision 4 Fund Distributors, Eaton Vance Distributors, Inc., Gruntal & Co., L.L.C., and Oppenheimer & Co., Inc.

Firm Information

Shannon Price 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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Shannon Price’s Registration & Firm History

NY

09/19/2022 - Present

BNY Mellon Securities Corp. (New York NY)

AZ

07/03/2019 - 09/19/2019

VISION 4 FUND DISTRIBUTORS (SCOTTSDALE AZ)

MA

09/16/1998 - 06/20/2018

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

NY

07/03/1997 - 07/20/1998

GRUNTAL & CO., L.L.C. (NEW YORK NY)

NY

05/24/1996 - 04/25/1997

OPPENHEIMER & CO., INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/16/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/26/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shannon Mchugh Price.
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