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AdvisorCensus / Financial advisors / Massachusetts / Boston, MA / BNY Mellon Securities Corporation

Financial advisors in Boston, MA using BNY Mellon Securities Corporation

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

All firms headquartered in Boston, MA ยท How this list is built

FirmCityRegistrationAssets band
Colrain Capital LLCBostonSEC-registered investment adviser$100 million to $500 million
East Coast Asset Management, LLCEssexSEC-registered investment adviser$1 billion to $5 billion
Shawspring Partners, LLCBostonSEC-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 Securities Corporation nationwide

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AdvisorCensus. Financial advisors in Boston, MA using BNY Mellon Securities Corporation. https://advisorcensus.com/advisors/ma/boston/custodians/bny-mellon-securities
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