Rachel Delevante
Rachel Delevante is a registered investment advisor at Bny Mellon Securities Corporation, based in Charleston, SC, with 16 years of industry experience. Rachel 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
Charleston, SC
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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.
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Rachel owns two rental properties in Fort Mill, SC. This activity is not investment-related.
Employment History
Current Registrations
Bny Mellon Securities Corporation
Bny Mellon Securities Corporation
Bny Mellon Securities CorporationBroker
Previous Registrations
T3 Trading Group, LLCBroker
Neuberger Berman LLC
Neuberger Berman LLCBroker
Secondmarket, INC.Broker
BMO Capital Markets CORP.Broker
State Registrations52 states
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