Company Information

Get to know BNY Mellon Wealth Management

As the wealth management division of BNY Mellon, one of the oldest financial institutions in the United States, BNY Mellon Wealth Management leverages a long history of financial stewardship dating back to its founding by Alexander Hamilton in 1784. The company's mission is to help clients build and manage their wealth across generations through a personalized and holistic approach. They offer a wide range of services including investment management, fiduciary services, wealth and estate planning, and private banking for individuals, family offices, charitable gift programs, and endowments/foundations.

Industry

Financial Wealth ManagementPRIMARY
Financial Private Banking

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BNY Mellon Wealth Management

United States

Founded in

1766 (260 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.