Ulderico Calero
Ulderico Calero is a registered investment advisor at Bny Mellon Securities Corporation, based in New York, NY, with 19 years of industry experience. Ulderico operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,823 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BNY Mellon Securities Corporation (BNYSC) does not directly charge fees to individual clients. Instead, BNYSC receives a portion of the wrap fee that the client pays to the Program Sponsor. This portion typically ranges from 0.00% to 0.50% annually, depending on the Program Sponsor, the type of account, the level of support provided by BNYSC, and the size of the client’s assets in the specific investment strategy.
Location
240 Greenwich Street, New York, NY, 10286
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ulderico is involved in several outside business activities, including a leadership role with the American Legion, employment with BNY Mellon, and trustee positions at Fordham University and Xavier High School. He is also the President and Sole Director of TBC Securities, a BNY Mellon affiliate.
Employment History
Current Registrations
Bny Mellon Securities Corporation
Bny Mellon Securities CorporationBroker
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Cetera Investment Services LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
United Services Planning Association, INC.Broker
State Registrations53 states
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