George Tashie
George Tashie is a registered investment advisor at Bny Mellon Securities Corporation, based in West Palm Beach, FL, with 35 years of industry experience. George 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
777 S. Flagler Drive, Suite 1810, West Palm Beach, FL, 33401
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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 ActivitiesSells Insurance
George is a licensed financial advisor selling insurance products. He is also an officer of BNY Mellon Insurance Agency, focusing on product management, operational support, and compliance related to annuity and insurance distribution.
Employment History
Current Registrations
Bny Mellon Securities Corporation
Bny Mellon Securities Corporation
Bny Mellon Securities CorporationBroker
Previous Registrations
Patagon.com Securities CORP.Broker
Wit Capital CorporationBroker
The Dreyfus Service CorporationBroker
State Registrations52 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.