Melissa
Dipierro

Bny Mellon Securities Corporation

CRD#4228187
Investment Advisor
in Exton, PA

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About this Advisor

Melissa Dipierro is a financial advisor based in Exton, Pennsylvania, working with Bny Mellon Securities Corporation. Melissa has previously held positions at Managers Investment Group, Bny Mellon Securities Corporation, and Burn Boot Camp. Melissa has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Melissa is part of Bny Mellon Securities Corporation, which operates out of Exton, 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 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

Exton, PA

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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

Melissa Dipierro Work History

2020 - Present (4 years)

Bny Mellon Securities Corporation

2019 - 2020 (1 year)

Burn Boot Camp

2012 - 2019 (7 years)

Managers Investment Group

Disclosures

Please visit the SEC profile of Melissa Dipierro 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

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