BNY Mellon Advisors operates the BNY Advisor Match service, which helps connect individuals with unaffiliated registered investment advisors. Clients provide profile information such as net worth, marital status, and financial goals through an online interface or with the help of a representative. BNY Mellon Advisors then uses a screening and matching process to suggest suitable advisors. The referred advisors must meet certain criteria, such as being registered with the Securities and Exchange Commission, having at least five years of advisory experience, and using specific brokerage and custody services affiliated with BNY Mellon Advisors. BNY Mellon Advisors does not provide investment management, financial planning, or ongoing oversight of the chosen advisor, and clients are solely responsible for interviewing, selecting, and monitoring their chosen advisor.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.