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AdvisorCensus / Financial advisors / Connecticut / Bridgeport, CT / BNY Mellon

Financial advisors in Bridgeport, CT using BNY Mellon

3 SEC-registered investment advisory firms headquartered in the Bridgeport, CT metro area name BNY Mellon as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Bridgeport, CT ยท How this list is built

FirmCityRegistrationAssets band
Altrinsic Global Advisors, LLCStamfordSEC-registered investment adviserOver $5 billion
Edgewood Management LLCGreenwichSEC-registered investment adviserOver $5 billion
Greenwich Advisors, LLCGreenwichSEC-registered investment adviser$100 million to $500 million

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. BNY Mellon nationwide

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AdvisorCensus. Financial advisors in Bridgeport, CT using BNY Mellon. https://advisorcensus.com/advisors/ct/bridgeport/custodians/bny-mellon
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