John
Lavin

Bny Mellon Securities Corporation

CRD#6346130
Investment Advisor
in Pittsburgh, PA

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About this Advisor

John Lavin is a financial advisor based in Pittsburgh, Pennsylvania, working with Bny Mellon Securities Corporation. John has previously held positions at Financial Foundations, Inc, Bryant University, Falmouth Taxi, Commonwealth Financial Network, Columbia Management Investment Distributors Inc, Bny Mellon, and Bny Mellon Securities Corporation. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Rhode Island. Currently, John is part of Bny Mellon Securities Corporation, which operates out of Pittsburgh, Pennsylvania. 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 63, Series 65

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

500 Grant Street One Bny Mellon Center
Pittsburgh, PA 15258

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Bny Mellon Securities Corporation Brokerage Details

Total Assets Under Management

$6,124,034,792

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

303

PA Average: 88
Total Number of Accounts

3,853

PA Average: 3,892
Average Account Size

$1,589,420

PA Average: $1,917,921

Investment Advisory Services

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

John Lavin Work History

2019 - Present (5 years)

Bny Mellon

2019 - Present (5 years)

Bny Mellon Securities Corporation

2017 - 2019 (2 years)

Columbia Management Investment Distributors Inc

2016 - 2017 (1 year)

Commonwealth Financial Network

2015 - 2017 (2 years)

Financial Foundations, Inc

2012 - 2016 (4 years)

Falmouth Taxi

2011 - 2015 (4 years)

Bryant University

Disclosures

Please visit the SEC profile of John Lavin 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
Thomas Cademartori
Dallas, TX
Payton Gabriel
New York, NY
John Cimino
New York, NY
Christian Mccormick
New York, NY
Michael Green
New York, NY
Ulderico Calero
New York, 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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