AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia, PA / BNY Mellon Securities Corporation
Financial advisors in Philadelphia, PA using BNY Mellon Securities Corporation
4 SEC-registered investment advisory firms headquartered in the Philadelphia, PA metro area name BNY Mellon Securities Corporation as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Copeland Capital Management, LLC | Conshohocken | SEC-registered investment adviser | $1 billion to $5 billion |
| DT Investment Partners, LLC | Chadds Ford | SEC-registered investment adviser | $1 billion to $5 billion |
| Montchanin Asset Management, LLC | Montchanin | SEC-registered investment adviser | $100 million to $500 million |
| Owls Nest Partners | Chadds Ford | SEC-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 Philadelphia, PA using BNY Mellon Securities Corporation. https://advisorcensus.com/advisors/pa/philadelphia/custodians/bny-mellon-securities https://advisorcensus.com/advisors/pa/philadelphia/custodians/bny-mellon-securities