Pershing LLC: Private Company Information
Pershing LLC provides technology, operational, trading, investment, and practice management solutions to help financial services firms and advisors. It develops communications and data processing systems to provide financial organizations with control and access to information, including trade/order processing browse and corrections; customized compliance analysis and reporting; new account openings and changes; client information, including activity, positions, and balances; dial-up and Internet-accessible brokerage workstation; reorganization and ACAT status; commission and bond calculators; bond order entry system; real-time market data; and interactive voice response services. It also offers investment products and services; annuities, mutual funds, and money funds; business tools; cash management services; fee-based brokerage and managed account programs; investor services; lending services; retirement products; messaging capabilities that enable broker-dealer customers and financial service organizations to communicate the U.S. and non-U.S. dollar-related activities, such as order management, position and balance information, and corporate actions. Further, it offers GlobalClear, a back-office outsourcing solution to streamline clearing, settlement, and custody for institutional brokers and dealers in Europe; and NetX360, an open-architecture technology platform, as well as its browser-based version and version for mobile devices. It serves banks and financial organizations, investment professionals, registered investment advisors, discount and full-service brokerages, independent contractors, and institutional firms. Pershing LLC was formerly known as Donaldson, Lufkin & Jenrette Securities Corporation. The company is headquartered in Jersey City, New Jersey with regional offices in Boston, Chicago, Los Angeles, San Francisco, Charlotte, and North Carolina. Pershing LLC operates as a subsidiary of Pershing Group LLC.
One Pershing Plaza
Jersey City, NJ 07399
Founded in 1939
Pershing Announces Executive Changes
Feb 1 17
Pershing announced that Lori Hardwick will be leaving her position as chief operating officer at the firm this week, after only 11 months as the No. 2 executive at the Jersey City, New Jersey-based firm, part of the Bank of New York Mellon. Hardwick was named COO effective Feb. 29, 2016, succeeding in that position 26-year Pershing veteran Lisa Dolly, who was named CEO two weeks earlier, succeeding the retiring Ron DeCicco.
Pershing Llc Launches New Mutual Fund and Exchange-Traded Fund Solutions
Aug 30 16
Pershing Llc has announced that it has launched new mutual fund and exchange-traded fund (ETF) solutions, offered by its affiliate, Lockwood Advisors Inc. The launch is intended to help investors starting to build wealth and help registered reps meet the Department of Labor's (DOL) fiduciary rule requirements. Pershing's new Lockwood WealthStart Portfolios mutual fund and ETF offering, along with new solutions provided by third-party providers, both feature a diverse range of asset allocation strategies and a minimum balance of USD 10,000. The new offering will be integrated into Pershing's NetX360 professional platform, and advisors can access them through Lockwood's turnkey managed account solution or by using Pershing's managed investments platform.
Advicent Launches New Integration with BNY Mellon’s Pershing to Create a Seamless Digital Experience for Users
Jul 5 16
Advicent announced an additional integration with Pershing to include integration between NetX360® and the NaviPlan® comprehensive financial planning tool. Pershing’s NetX360 is a technology platform for financial professionals. The integration allows advisors to seamlessly launch NaviPlan from NetX360. It also enables advisors to access NetX360 data in NaviPlan - including client demographics, accounts, and holdings through the integration. This ultimately creates a more seamless experience for users as they move from one application to another by saving time and reducing data entry errors, allowing advisors to focus on other business growth activities. The NaviPlan financial planning tool allows advisors to easily adapt to client needs through comprehensive, detailed plans or quick assessments while putting clients’ minds at ease with high data security and the most in-depth and precise plans in the industry. Client expectations are on the rise, and NaviPlan enables advisors to keep up with these demands.
Request Profile Update
Only a company representative may request an update for the company profile. Documentation will be required.
To contact Pershing LLC, please visit www.pershing.com. Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.
Please enter your information in the following field(s):
Update Needed *
All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.
Your requested update has been submitted
Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at firstname.lastname@example.org.