Firm Start Year
2009
Firm CRD#
155172
Name of Broker/Dealer
Pershing
Years of Experience in Financial Services
11
Number of Years with Current Firm
11
Advisory Services Provided
Wealth Management, Portfolio Management
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Firm's Number of Planning Clients
25,000
Assets Managed by Firm
$15,000,000,000
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100,000
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