AdvisorCensus / Financial advisors / Connecticut / Bridgeport, CT / Pershing LLC
Financial advisors in Bridgeport, CT using Pershing LLC
12 SEC-registered investment advisory firms headquartered in the Bridgeport, CT metro area name Pershing LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Clear Harbor Asset Management, LLC | Stamford | SEC-registered investment adviser | $1 billion to $5 billion |
| Coastal Bridge Advisors | Westport | SEC-registered investment adviser | Over $5 billion |
| Cruiser Capital Advisors, LLC | Stamford | SEC-registered investment adviser | $100 million to $500 million |
| Herbert J. Sims Capital Management, Inc. | Fairfield | SEC-registered investment adviser | $100 million to $500 million |
| Jackson, Grant Investment Advisers, Inc. | Stamford | SEC-registered investment adviser | $500 million to $1 billion |
| Matson Financial Advisors, Inc. | Danbury | SEC-registered investment adviser | $500 million to $1 billion |
| Private Capital Advisors, Inc. | Darien | SEC-registered investment adviser | $1 billion to $5 billion |
| Private Capital Asset Management LLC | Darien | SEC-registered investment adviser | Under $25 million |
| Rye Brook Capital, LLC | Greenwich | SEC-registered investment adviser | $100 million to $500 million |
| Searle & Co. | Greenwich | SEC-registered investment adviser | $500 million to $1 billion |
| Steward Partners Investment Advisory, LLC | Stamford | SEC-registered investment adviser | Over $5 billion |
| Tweedy, Browne Company LLC | Stamford | SEC-registered investment adviser | Over $5 billion |
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. Pershing LLC nationwide
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