Bny Mellon Investment Adviser, INC.
New York, NY·SEC-registered · CRD #105642
Bny Mellon Investment Adviser, INC. is an SEC-registered investment advisory firm in New York, NY managing $419B across 91 client accounts, with 14 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$419B
Client accounts
91
Advisory staff
14
Fee model
Fee-only
How Bny Mellon Investment Adviser, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Bny Mellon Investment Adviser, INC.
How much does Bny Mellon Investment Adviser, INC. manage?
Per its most recent SEC Form ADV filing (06/30/2026), Bny Mellon Investment Adviser, INC. reports $419B in regulatory assets under management across roughly 91 client accounts.
How does Bny Mellon Investment Adviser, INC. charge?
Bny Mellon Investment Adviser, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Bny Mellon Investment Adviser, INC. a fiduciary?
Yes. Bny Mellon Investment Adviser, INC. is registered with the U.S. Securities and Exchange Commission (CRD #105642), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Bny Mellon Investment Adviser, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Bny Mellon Investment Adviser, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Bny Mellon Investment Adviser, INC.'s public SEC Form ADV filing (CRD #105642, filed 06/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Bny Mellon Investment Adviser, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Bny Mellon Investment Adviser, INC.? Claim this profile.