Osvin
Torres

Bny Mellon Securities Corporation

CRD#4367078
Investment Advisor
in Newport Beach, CA

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About this Advisor

Osvin Torres is a financial advisor based in Newport Beach, California, working with Bny Mellon Securities Corporation. Osvin has previously held positions at Rim Securities, LLC, Rochdale Investment Management LLC, City National Securities, Umpqua Investments, Bny Mellon, and Bny Mellon Securities Corporation. Osvin has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Osvin is part of Bny Mellon Securities Corporation, which operates out of Newport Beach, California. The firm has 4 offices and 303 employees. The firm manages assets totaling $6.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Bny Mellon Securities Corporation includes asset-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

1600 Newport Center Drive Suite 200
Newport Beach, CA 92660

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Bny Mellon Securities Corporation Brokerage Details

Total Assets Under Management

$6,124,034,792

CA Average: $7,464,549,021
Total Number of Employees

303

CA Average: 88
Total Number of Accounts

3,853

CA Average: 3,892
Average Account Size

$1,589,420

CA Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Osvin Torres Work History

2021 - Present (3 years)

Bny Mellon Securities Corporation

2019 - Present (5 years)

Bny Mellon

2018 - 2019 (1 year)

Umpqua Investments

2016 - 2018 (2 years)

City National Securities

2005 - 2016 (11 years)

Rim Securities, LLC

2005 - 2016 (11 years)

Rochdale Investment Management LLC

Disclosures

Please visit the SEC profile of Osvin Torres to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bny Mellon Securities Corporation

Christian Mccormick
New York, NY
Payton Gabriel
New York, NY
John Cimino
New York, NY
Michael Green
New York, NY
Steven Mollo
Franklin, MA
Thomas Cademartori
Dallas, TX
Seth Karasin
Uniondale, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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