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Wesley Roland Chattaway

BNY Mellon Securities Corp.

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About Wesley Roland Chattaway

Wesley Chattaway is a registered representative with BNY Mellon Securities Corp., with over 25 years of experience in the financial services industry. Wesley has a strong background in securities and investment advisory services, with expertise in various financial products.

Firm Information

Wesley Chattaway 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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Wesley Chattaway’s Registration & Firm History

FL

11/11/1996 - Present

BNY Mellon Securities Corp. (LAKE MARY FL)

NY

09/27/2002 - 07/13/2007

MBSC, LLC (UNIONDALE NY)

CA

10/11/2000 - 01/30/2002

DREYFUS BROKERAGE SERVICES, INC. (LOS ANGELES CA)

MN

07/10/1996 - 09/06/1996

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/10/1996 - 09/06/1996

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NY

03/18/1996 - 03/20/1996

THE HARRIMAN GROUP, INC. (JERICHO NY)

NY

08/28/1995 - 03/18/1996

ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)

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Licenses & Designations

BC

Issued 08/30/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/23/2002

Series 24 - General Securities Principal Examination

BC

Issued 09/21/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/20/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wesley Roland Chattaway.
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