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BNY Mellon Advisors, Inc.

BNY Mellon Advisors, Inc.. CRD 106108

BNY Mellon Advisors, Inc. logo

CRD: 106108

BNY Mellon Advisors, Inc.

NEW York, NY, 10166
2124951784
www.bny.com/corporate/global/en.html
$33.5B Total AUM
$33.2B Disc. AUM
45.1% 3Y CAGR
66 Employees
125,723 ADV. Clients
29 yrs Firm Age

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Firm Details

Custodian
BNY Mellon · Pershing
Clients
Retail and Institutional
Platforms
PathwayVital
Established Date
07-15-1996
Office Locations
2

Office Locations

200 Park Avenue NEW York NY
ONE Pershing Plaza Jersey City NJ

About BNY Mellon Advisors, Inc.

BNY Advisors operates within BNY’s global market infrastructure, delivering wealth and investment management plus custody, clearing, collateral, payments, execution, financing, and fund/investor servicing. It serves retail and institutional clients and connects to Pershing wealth services. Investment exposure includes ETFs and public funds, with capabilities spanning managed accounts, cloud-native data/analytics, and digital-asset connectivity across 100+ markets.

Team overview

44 AVG AGE
$760.9M AVG AUM / ADVISOR
$266.3K AVG AUM / CLIENT
10.2 yrs AVG TENURE
66 Employees
44 Advisory Reps
5 RIA Reps
29yrs Firm Age

Insights

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Asset Classes

Vector Unison foundation Signal Signal Vector value Fusion Crest quantum Zenith Harbor momentum Frontier Eagle capital Radial horizon Value Delta timber

Client Personas

Crest zenith Foundation wave

Custodian

Crest Eagle North Matrix Summit Signal north Vertex bridge Bridge Momentum pathway Matrix

Investment Themes

Summit Momentum optima Meridian Horizon Alpha vital Meridian optima Timber foundation

Investment Vehicles

Vector Insight Vector delta

Services

Legacy frontier Signal beacon Capital Bridge unison Catalyst frontier Horizon bridge Value

Technology

Momentum vital Radial ember

Owner & Executives

DAVID JOHN DIPETRILLO

DAVID JOHN DIPETRILLO

Chief Executive Officer, DIRECTOR, EXECUTIVE VICE PRESIDENT, Manager, VICE PRESIDENT

CRD
#4904926
Ownership
Less than 5%
(588) 380-2473
capital.zenith@beaconcapital.com
in linkedin.com/in/meridian-ridge
K

KIMBERLY MACKENZIE-PERMAN

Chief Financial Officer, DIRECTOR, Manager

CRD
#4576869
Ownership
Less than 5%
(347) 884-3821
insight.horizon@wavecapital.com
in linkedin.com/in/insight-catalyst
L

Legacy harbor

Unison horizon

CRD
#40015
Ownership
42.3%
(674) 642-6785
timber.momentum@pioneercapital.com
in linkedin.com/in/optima-north

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Contacts

T

TERESA BYRNE

Vice President

CRD
#5337742
(213) 245-5995
zenith.atlas@fusioncapital.com
in linkedin.com/in/optima-pioneer
P

PRESTON ROY CALDWELL

--

CRD
#4122884
(286) 335-6919
momentum.peak@peakcapital.com
in linkedin.com/in/radial-quantum
A

Alpha beacon

Peak atlas

CRD
#36131
(338) 541-6845
unison.matrix@glaciercapital.com
in linkedin.com/in/prime-crest

Showing 2 of 23 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-23-2022
06-06-2023
09-30-2024
12-26-2025
05-28-2026
Category Assets AVG. Account size
Discretionary $33,206,739,506 $203,184
Non-Discretionary $271,749,482 $271,749,482
Total $33,478,488,988 $204,845

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Separately Managed Accounts

Total SMA Asset: $33,478,488,988

$33.5B Total SMA
Public Funds:
22.1%
Equity - Exchange:
7.7%
Cash:
13.0%
Derivatives:
22.4%
Private Funds:
15.8%
U.S. Government/Agency:
19.0%
Asset class Assets Assets %
Public Funds $309,653,761 22.1%
Equity - Exchange $107,888,414 7.7%
Cash $182,149,271 13.0%
Derivatives $313,857,205 22.4%
Private Funds $221,381,422 15.8%
U.S. Government/Agency $266,218,165 19.0%
Total $1,401,148,238 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
BEACON OPTIMA SUMMIT CATALYST ELEMENT H491VEQ12 FHL 10.77% $114,221,983
OPTIMA BRIDGE QUANTUM BEACON XR8Y634LN VAI 8.17% $60,287,202
BRIDGE VERTEX FOCUS CREST 3JDUFHA7P WKX 9.98% $106,366,297
ELEMENT QUANTUM EAGLE HORIZON PIONEER XU0GO88VX GIM 8.68% $113,730,394
ATLAS NORTH FOCUS CATALYST QF47US99N ZMVS 0.86% $103,156,960
EMBER TIMBER PATHWAY HARBOR ALPHA O5NZ9IQKI EGQYE 7.49% $106,370,343
INSIGHT RADIAL BRIDGE FUSION 6C1PPXK3S ROLJ 2.57% $19,289,927
QUANTUM HORIZON PRIME ZENITH CAPITAL T8UQ74KB1 VFMOI 4.77% $107,840,567

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