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AdvisorCensus / Custodians / BNY Mellon Capital Markets, LLC

Investment advisory firms using BNY Mellon Capital Markets, LLC as a custodian

35 SEC-registered investment advisory firms name BNY Mellon Capital Markets, LLC as holding 10% or more of their separately managed account assets on Form ADV. Metro areas with at least 3 of them are below.

How this list is built

Metro areaAdvisory firms
New York, NY11
Boston, MA3
Chicago, IL3

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.

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AdvisorCensus. Investment advisory firms using BNY Mellon Capital Markets, LLC as a custodian. https://advisorcensus.com/custodians/bny-mellon-capital-markets
https://advisorcensus.com/custodians/bny-mellon-capital-markets