Steve
Hong

Bny Mellon Securities Corporation

CRD#5569390
Investment Advisor
in New York, NY

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About this Advisor

Steve Hong is a financial advisor based in New York, New York, working with Bny Mellon Securities Corporation. Steve has previously held positions at Pacific Investment Management Company LLC, Pimco Investments LLC, Motif, Cincinnati Asset Management, Ultimus Fund Distributors, LLC, and Bny Mellon Securities Corporation. Steve has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Steve is part of Bny Mellon Securities Corporation, which operates out of New York, New York. 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 66

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

240 Greenwich Street
New York, NY 10286

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Bny Mellon Securities Corporation Brokerage Details

Total Assets Under Management

$6,124,034,792

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

303

NY Average: 88
Total Number of Accounts

3,853

NY Average: 3,892
Average Account Size

$1,589,420

NY Average: $1,917,921

Investment Advisory Services

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

Steve Hong Work History

2019 - Present (5 years)

Bny Mellon Securities Corporation

2019 - 2019 (< 1 year)

Ultimus Fund Distributors, LLC

2018 - 2019 (1 year)

Cincinnati Asset Management

2017 - 2017 (< 1 year)

Motif

2011 - 2017 (6 years)

Pimco Investments LLC

2008 - 2017 (9 years)

Pacific Investment Management Company LLC

Disclosures

Please visit the SEC profile of Steve Hong 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

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