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CUSTODY & CLEARING

BNY MELLON PERSHING CLEARING

BNY Mellon Pershing is the world’s leading correspondent clearing firm and is a wholly owned subsidiary of BNY Mellon. BNY Mellon Pershing is a member of the New York Stock Exchange and every major US securities exchange as well as a member of the Frankfurt, Irish and London stock exchanges.

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Since 1939, BNY Mellon Pershing has been providing brokerage execution, clearance, data processing and financial products and services to introducing broker dealers.

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New York Investment Solutions' broker dealer Bolton Global Capital is not a subsidiary or division of BNY Mellon Corporation or BNY Mellon Pershing and has no relationship to either company other than offering clearing and custody services provided by BNY Mellon Pershing to Bolton Global Capital customers on a fully disclosed basis.

PROTECTION OF CLIENT ASSETS

BNY Mellon’s Pershing has been a leading global provider of financial business solutions for almost 80 years and serves many of the world’s most respected financial organizations. BNY Mellon Pershing remains committed to the safekeeping, servicing, segregation and reporting of their global client assets.

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The protection of client assets remains at the center of BNY Mellon Pershing's focus.

Content Copyright © 2023 New York Investment Solutions. All Rights Reserved.

 

Securities offered through Bolton Global Capital, Inc., 579 Main St., Bolton, MA. Member FINRA, SIPC 978.779.5361. Advisory services offered through Bolton Global Asset Management, an SEC Registered Investment Advisor.

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State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.

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New York Investment Solutions, Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing, LLC.

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Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

 

Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.  

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CV1/CVA0004

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