PERSHING AND THE BANK OF NEW YORK MELLON
Our custodian is Pershing LLC, located in Jersey City, New Jersey. Pershing was founded in 1939 and is the industry's largest provider of clearing and settlement solutions. Pershing is a division of The Bank of New York Mellon. Pershing provides trading, clearing, settlement and nominee services to approximately 1,500 financial organizations around the globe, 24 hours a day.
How You Benefit
Because we utilize the services offered by Pershing, you can count on:
- Significant Resources. Pershing and its affiliates employ thousands of dedicated associates located in 23 locations worldwide.
- Quality Service. With Pershing’s sophisticated technology in place, Baron Silver Stevens Financial Advisors can minimize the time spent on administration and processing, and focus on your investment goals.
- Financial Solutions and Services. Pershing’s full array of innovative financial solutions and services gives Baron Silver Stevens Financial Advisors the tools it needs to help you meet your specific investment objectives.
- Data Integrity and Privacy. Pershing maintains comprehensive security methods and well-developed contingency plans to safeguard your account information.
Osaic Wealth
Osaic is one of the nation's largest providers of wealth management solutions and home to a diverse, service-driven community of professionals who believe that planning for the future should be transformative, not transactional. As part of one of the largest networks of wealth managements professional, you get access to the industry's best resources. Osaic works with over 10,500 financial professionals with $500 billion plus assets under management.