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RIA / WealthRegistered adviserbank affiliated wealth managerSEC registeredRAUM 10b 100b

BNY MELLON ADVISORS, INC.

CRD 106108

NEW YORK, NY

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Data as of May 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 149
Dated events: 40
On other graphs: 0
Observed: Dec 8, 2011 to May 28, 2026
93 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: bank affiliated wealth managerderivedprivate_client_share=0.94 fund_share=0.01 institutional_share=0.02 related_bd=true related_bank=true bd_reps=14.0
Regulatory AUM: $33BItem 5.F on the latest filing (2026-05-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $33B
Private client RAUM: $32BderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 15
RAUM per advisor: $2.2Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 66
Advisory employees: 44
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 163,433
Individual clients: 120,219
High net worth clients: 4,358
Custody, client assets: $0
SEC number: 801-52378
CIK: 1328575
CRD: 106108
Filings on the tape: 93
First filed: Dec 8, 2011
Latest filed: May 28, 2026
Organised: Corporation, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANTHONY JOSEPH DESTRO	n/a	NEW YORK, NY	22	24	n/a	no
BRENDAN ONEILL	n/a	NEW YORK, NY	22	24	2	yes
CHRISTOPHER STEVEN KRAVSOW	n/a	NEW YORK, NY	22	26	n/a	no
TERESA BYRNE	n/a	NEW YORK, NY	18	18	n/a	yes
DAVID EDWARD WILSON	n/a	NEW YORK, NY	17	17	n/a	yes
SUMMER J. CAVALIER	n/a	NEW YORK, NY	17	27	1	yes
PRESTON ROY CALDWELL	n/a	NEW YORK, NY	17	17	n/a	yes
GREGORY J. CESARANO	n/a	NEW YORK, NY	17	17	n/a	no
Rachel Sutter	n/a	NEW YORK, NY	15	15	n/a	yes
WILLIAM GERARD PIERCE	n/a	NEW YORK, NY	14	22	3	no
CORBETT WILLIAM LAWRENCE	n/a	NEW YORK, NY	11	17	1	yes
BRIAN ANTHONY RUANE	n/a	JERSEY CITY, NJ \| NEW YORK, NY	10	19	n/a	yes
FRANK ANTHONY GERMANA	Chartered Financial Analyst	NEW YORK, NY	6	38	3	no
JAIME LAUREN RONCORONI	n/a	NEW YORK, NY	0	22	1	yes
Emilio C Coppin	n/a	New York, NY \| NEW YORK, NY	0	16	2	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DIPETRILLO, DAVID, JOHN	Director	Na	yes	12/2023	May 28, 2026	May 28, 2026
MACKENZIE-PERMAN, KIMBERLY	CHIEF FINANCIAL OFFICER	Na	yes	03/2024	May 28, 2026	May 28, 2026
MBC INVESTMENTS CORPORATION	Owner	E	yes	01/2024	May 28, 2026	May 28, 2026
NUZZO, MICHAEL	Director	Na	yes	12/2023	May 28, 2026	May 28, 2026
PIERCE, STEPHANIE, MILLER	Director	Na	yes	12/2023	May 28, 2026	May 28, 2026
Simmonds, Ainslie	Director	Na	yes	03/2023	May 28, 2026	May 28, 2026
UTANO, JAIME, RENE	CHIEF COMPLIANCE OFFICER	Na	yes	09/2025	May 28, 2026	May 28, 2026
VELLA, CHRISTOPHER, EDWARD	PRESIDENT, DIRECTOR, CHAIRPERSON	Na	yes	11/2023	May 28, 2026	May 28, 2026
BNY MELLON IHC, LLC	Owner	E	yes	04/2017	Jan 2, 2024	Sep 30, 2024
SHUA, ABRAHAM	Director	Na	yes	12/2023	Dec 14, 2023	Sep 30, 2024
THE BANK OF NEW YORK MELLON CORPORATION	Owner	E	yes	12/2016	Dec 8, 2011	Sep 30, 2024
WEIR, PAUL, ANTHONY	CHIEF OPERATING OFFICER, DIRECTOR	Na	yes	12/2023	Dec 14, 2023	Sep 30, 2024
zelensky, natalya, sergey	CHIEF COMPLIANCE OFFICER	Na	yes	05/2024	May 16, 2024	Sep 30, 2024
RICE, CRISTINA, MARIE	Secretary	Na	no	03/2019	May 28, 2026	May 28, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page; showing 40 of 50

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MELLON INVESTMENTS CORPORATION	n/a	Asset manager	$874B	N	yes	n/a
BNY MELLON INVESTMENT ADVISER, INC.	n/a	Asset manager	$419B	N	yes	n/a
INSIGHT NORTH AMERICA LLC	n/a	Other adviser	$171B	N	yes	n/a
WALTER SCOTT & PARTNERS LIMITED	n/a	Other adviser	$67B	N	yes	n/a
NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC	n/a	Asset manager	$59B	N	yes	n/a
NEWTON INVESTMENT MANAGEMENT LTD	n/a	Asset manager	$42B	N	yes	n/a
BNY MELLON INVESTMENT MANAGEMENT JAPAN LIMITED	n/a	Former SEC adviser	$32B	N	yes	n/a
BNY MELLON ETF INVESTMENT ADVISER, LLC	n/a	Asset manager	$11B	N	yes	n/a
BNY MELLON SECURITIES CORPORATION	n/a	Other adviser	$8.4B	N	yes	n/a
INSIGHT INVESTMENT INTERNATIONAL LIMITED	n/a	Former SEC adviser	$3.0B	N	yes	n/a
MELLON HEDGE ADVISORS, LLC	n/a	Former SEC adviser	$0	N	yes	n/a
BNY MELLON ALOCACAO DE PATRIMONIO LTDA F/K/A BNYMELLON ATIVOS FINANCEIROS LTDA F/K/A ARX RENDA VARIAVEL LTDA F/K/A BNY ARX INV	n/a	n/a	n/a	N	yes	n/a
BNY MELLON ASSET MANAGEMENT CANADA LTD.	n/a	n/a	n/a	N	yes	n/a
BNY MELLON BANCO S.A.	n/a	n/a	n/a	N	yes	n/a
BNY MELLON CAPITAL MARKETS, LLC	n/a	n/a	n/a	N	yes	n/a
BNY MELLON FUND MANAGEMENT (LUXEMBOURG) S.A.	n/a	n/a	n/a	N	yes	n/a
BNY MELLON FUND MANAGERS LIMITED	n/a	n/a	n/a	N	yes	n/a
BNY MELLON IM KOREA LIMITED	n/a	n/a	n/a	N	yes	n/a
BNY MELLON IM TAIWAN SECURITIES INVESTMENT CONSULTING CO., LTD	n/a	n/a	n/a	N	yes	n/a
BNY MELLON INTERNATIONAL MANAGEMENT LIMITED	n/a	n/a	n/a	N	yes	n/a
BNY MELLON INVESTMENT MANAGEMENT (SHANGHAI) LIMITED	n/a	n/a	n/a	N	yes	n/a
BNY MELLON INVESTMENT MANAGEMENT EMEA LIMITED	n/a	n/a	n/a	N	yes	n/a
BNY MELLON INVESTMENT MANAGEMENT HONG KONG LIMITED	n/a	n/a	n/a	N	yes	n/a
BNY MELLON INVESTMENT MANAGEMENT SINGAPORE PTE. LIMITED	n/a	n/a	n/a	N	yes	n/a
BNY MELLON INVESTMENT SERVICING TRUST COMPANY	n/a	n/a	n/a	N	yes	n/a
BNY MELLON NATIONAL ASSOCIATION	n/a	n/a	n/a	N	yes	Ma
BNY MELLON SERVICOS FINANCEIROS DISTRIBUIDORA DE TITULOS E VALORES MOBILIARIOS (DTVM) S.A.	n/a	n/a	n/a	N	yes	n/a
BNY MELLON TRUST COMPANY OF ILLINOIS	n/a	n/a	n/a	N	yes	n/a
BNY MELLON TRUST OF DELAWARE	n/a	n/a	n/a	N	yes	De
CIBC MELLON GLOBAL SECURITIES SERVICES COMPANY	n/a	n/a	n/a	N	yes	n/a
CIBC MELLON TRUST COMPANY	n/a	n/a	n/a	N	yes	n/a
INSIGHT INVESTMENT AUSTRALIA PTY LIMITED	n/a	n/a	n/a	N	yes	n/a
INSIGHT INVESTMENT FUNDS MANAGEMENT LIMITED	n/a	n/a	n/a	N	yes	n/a
INSIGHT INVESTMENT MANAGEMENT (GLOBAL) LIMITED	n/a	n/a	n/a	N	yes	n/a
INSIGHT INVESTMENT MANAGEMENT EUROPE LIMITED	n/a	n/a	n/a	N	yes	n/a
NEWTON INVESTMENT MANAGEMENT JAPAN LTD	n/a	n/a	n/a	N	yes	n/a
PERSHING LIMITED	n/a	n/a	n/a	N	yes	n/a
PERSHING (CHANNEL ISLANDS) LIMITED	n/a	n/a	n/a	N	yes	n/a
PERSHING ADVISOR SOLUTIONS LLC	n/a	n/a	n/a	N	yes	n/a
PERSHING LLC	n/a	n/a	n/a	N	yes	Nj

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	18	no
Pittsburgh	Pa	United States	10	no
Boston	Ma	United States	6	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$33B	$33B	66	44	4	n/a	n/a
2024	Mar 31, 2025	$24B	$24B	79	46	3	n/a	n/a
2023	Mar 29, 2024	$20B	$19B	80	43	3	n/a	n/a
2022	Mar 30, 2023	$11B	$11B	20	8	0	n/a	n/a
2021	Mar 30, 2022	$14B	$14B	31	17	0	n/a	n/a
2020	Mar 30, 2021	$9.8B	$9.8B	33	18	0	n/a	n/a
2019	Mar 30, 2020	$8.6B	$8.6B	34	19	0	n/a	n/a
2018	Mar 29, 2019	$7.0B	$7.0B	33	19	0	n/a	n/a
2017	Mar 29, 2018	$8.0B	$8.0B	32	21	0	n/a	n/a
2016	Mar 30, 2017	$6.9B	$6.9B	32	19	n/a	n/a	n/a
2015	Mar 30, 2016	$6.0B	$6.0B	35	27	n/a	n/a	n/a
2014	Mar 30, 2015	$12B	$12B	30	16	n/a	n/a	n/a
2013	Mar 28, 2014	$13B	$13B	31	16	n/a	n/a	n/a
2012	Mar 28, 2013	$9.9B	$9.9B	48	24	n/a	n/a	n/a
2011	Mar 30, 2012	$8.1B	$8.1B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	2	6

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$33B	$24B	39.7%	$11B	43.6%	66	79	4	3

Relationships

showing 80 of 149

Affiliated with (43)

← NEWTON INVESTMENT MANAGEMENT LTDRegistered adviserother investment adviser, bank, common control
factForm ADV
← BNY MELLON ETF INVESTMENT ADVISER, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
← BNY MELLON INVESTMENT ADVISER, INC.Registered adviserother investment adviser, common control
factForm ADV
← BNY MELLON SECURITIES CORPORATIONRegistered adviserother investment adviser, common control
factForm ADV
← INSIGHT INVESTMENTRegistered adviserother investment adviser, common control
factForm ADV
← NEWTON INVESTMENT MANAGEMENT NORTH AMERICARegistered adviserother investment adviser, bank, common control
factForm ADV
→ BNY MELLON INVESTMENT ADVISER, INC.Registered adviserother investment adviser, bank, common control
factForm ADV
→ MELLON INVESTMENTS CORPORATIONRegistered adviserother investment adviser, bank, common control
factForm ADV
→ INSIGHT INVESTMENTRegistered adviserother investment adviser, bank, common control
factForm ADV
→ NEWTON INVESTMENT MANAGEMENT LTDRegistered adviserother investment adviser, bank, common control
factForm ADV
→ WALTER SCOTT & PARTNERS LIMITEDRegistered adviserother investment adviser, bank, common control
factForm ADV
→ MELLON HEDGE ADVISORSRegistered adviserother investment adviser, bank, common control
factForm ADV
→ INSIGHT INVESTMENTRegistered adviserother investment adviser, bank, common control
factForm ADV
→ BNY MELLON INVESTMENT MANAGEMENT JAPAN LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
→ BNY MELLON SECURITIES CORPORATIONRegistered adviserother investment adviser, broker-dealer, common control
factForm ADV
→ BNY MELLON ETF INVESTMENT ADVISER, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ NEWTON INVESTMENT MANAGEMENT NORTH AMERICARegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← MELLON INVESTMENTS CORPORATIONRegistered adviserother investment adviser, common control
factForm ADV
← WALTER SCOTT & PARTNERS LIMITEDRegistered adviserother investment adviser, bank, common control
factForm ADV
← MELLON HEDGE ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
← INSIGHT INVESTMENTRegistered adviserother investment adviser, common control
factForm ADV
← BNY MELLON INVESTOR SOLUTIONS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← BNY MELLON INVESTMENT MANAGEMENT JAPAN LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
← BNY MELLON INVESTMENT MANAGEMENT CAYMAN LTDRegistered adviserother investment adviser, common control
factForm ADV
← EACM ADVISORS LLCRegistered adviserother investment adviser, common control
factForm ADV
← MELLON INVESTMENTS (UK) LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
← INSIGHT INVESTMENTRegistered adviserother investment adviser, common control
factForm ADV
← INSIGHT INVESTMENTRegistered adviserother investment adviser, common control
factForm ADV
← THE BOSTON COMPANY ASSET MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV
← STANDISHRegistered adviserother investment adviser, common control
factForm ADV
and 13 more

Registered with (24)

← Emilio C CoppinAdvisorregistration: current employment
Mar 17, 2026 to presentfactForm ADV
← JAIME LAUREN RONCORONIAdvisorregistration: current employment
Dec 17, 2025 to presentfactForm ADV
← FRANK ANTHONY GERMANAAdvisorregistration: current employment
Oct 8, 2019 to presentfactForm ADV
← BRIAN ANTHONY RUANEAdvisorregistration: current employment
Aug 4, 2016 to presentfactForm ADV
← CORBETT WILLIAM LAWRENCEAdvisorregistration: current employment
Jul 28, 2015 to presentfactForm ADV
← WILLIAM GERARD PIERCEAdvisorregistration: current employment
Jan 31, 2012 to presentfactForm ADV
← Rachel SutterAdvisorregistration: current employment
Dec 21, 2010 to presentfactForm ADV
← GREGORY J. CESARANOAdvisorregistration: current employment
Sep 7, 2009 to presentfactForm ADV
← PRESTON ROY CALDWELLAdvisorregistration: current employment
Jul 28, 2009 to presentfactForm ADV
← SUMMER J. CAVALIERAdvisorregistration: current employment
Jun 12, 2009 to presentfactForm ADV
← DAVID EDWARD WILSONAdvisorregistration: current employment
Dec 16, 2008 to presentfactForm ADV
← TERESA BYRNEAdvisorregistration: current employment
Jul 25, 2008 to presentfactForm ADV
← CHRISTOPHER STEVEN KRAVSOWAdvisorregistration: current employment
Sep 2, 2004 to presentfactForm ADV
← BRENDAN ONEILLAdvisorregistration: current employment
Mar 11, 2004 to presentfactForm ADV
← ANTHONY JOSEPH DESTROAdvisorregistration: current employment
Jan 9, 2004 to presentfactForm ADV
← Gregory AllisonAdvisorregistration: previous registration
Aug 9, 2022 to Aug 25, 2025factForm ADV
← GEORGE B HARRISAdvisorregistration: previous registration
Feb 27, 2019 to May 15, 2025factForm ADV
← JOSH DRESERISAdvisorregistration: previous registration
Jul 16, 2010 to May 15, 2025factForm ADV
← JAMES PATRICK HAYESAdvisorregistration: previous registration
Nov 21, 2022 to Nov 26, 2024factForm ADV
← LAUREN BOYCEAdvisorregistration: previous registration
Nov 10, 2021 to Nov 26, 2024factForm ADV
← Ross EmrickAdvisorregistration: previous registration
Jan 5, 2023 to Nov 13, 2024factForm ADV
← Sean David SpellmanAdvisorregistration: previous registration
Apr 22, 2016 to Feb 7, 2023factForm ADV
← KEVIN PATRICK ST. CLAIRAdvisorregistration: previous registration
Oct 10, 2005 to Feb 7, 2023factForm ADV
← DAVID MICHAEL FRASCELLAAdvisorregistration: previous registration
Feb 15, 2013 to Feb 7, 2023factForm ADV

Controls (12)

← NUZZO, MICHAELOwnerDIRECTOR, ownership code NA, individual
Dec 14, 2023 to Sep 30, 2024factForm ADV
← PIERCE, STEPHANIE, MILLEROwnerDIRECTOR, ownership code NA, individual
Dec 14, 2023 to Sep 30, 2024factForm ADV
← VELLA, CHRISTOPHER, EDWARDOwnerPRESIDENT, DIRECTOR, CHAIRPERSON, ownership code NA, individual
Dec 14, 2023 to Sep 30, 2024factForm ADV
← MACKENZIE-PERMAN, KIMBERLYOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 29, 2024 to Sep 30, 2024factForm ADV
← DIPETRILLO, DAVID, JOHNOwnerDIRECTOR, ownership code NA, individual
Dec 14, 2023 to Sep 30, 2024factForm ADV
← Simmonds, AinslieOwnerDIRECTOR, ownership code NA, individual
Mar 30, 2023 to Sep 30, 2024factForm ADV
← SHUA, ABRAHAMOwnerDIRECTOR, ownership code NA, individual
Dec 14, 2023 to Sep 30, 2024factForm ADV
← WEIR, PAUL, ANTHONYOwnerCHIEF OPERATING OFFICER, DIRECTOR, ownership code NA, individual
Dec 14, 2023 to Sep 30, 2024factForm ADV
← zelensky, natalya, sergeyOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 16, 2024 to Sep 30, 2024factForm ADV
← BNY MELLON IHC, LLCOwnerOWNER, ownership code E, domestic entity
Jan 2, 2024 to Sep 30, 2024factForm ADV
← MBC INVESTMENTS CORPORATIONOwnerOWNER, ownership code E, domestic entity
Jan 2, 2024 to Sep 30, 2024factForm ADV
← THE BANK OF NEW YORK MELLON CORPORATIONOwnerOWNER, ownership code E, domestic entity
Dec 8, 2011 to Sep 30, 2024factForm ADV

Owns (1)

← RICE, CRISTINA, MARIEOwnerSECRETARY, ownership code NA, individual
Mar 29, 2019 to Sep 30, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 31, 2026
Regulatory AUM changed
Bny Mellon Advisors, Inc. reported RAUM $33.5B, up 40% from $24.0B (2025-12-26 to 2026-03-31)
Form ADVobserved 4 days ago
$9.5B
Occurred
Aug 25, 2025
Advisor changed firm
Gregory Allison left Bny Mellon Advisors, Inc. for Orion Portfolio Solutions, Llc (registered 2025-08-26)
Form ADVobserved 4 days ago
Occurred
May 15, 2025
Advisor changed firm
Josh Dreseris left Bny Mellon Advisors, Inc. for Rbc Rochdale, Llc (registered 2025-12-18)
Form ADVobserved 4 days ago
Occurred
May 15, 2025
Advisor changed firm
George B Harris left Bny Mellon Advisors, Inc. for Janney Montgomery Scott Llc (registered 2025-08-08)
Form ADVobserved 4 days ago
Occurred
Nov 26, 2024
Advisor changed firm
James Patrick Hayes left Bny Mellon Advisors, Inc. for Capital Client Group, Inc. (registered 2024-12-06)
Form ADVobserved 4 days ago
Occurred
Nov 26, 2024
Advisor changed firm
Lauren Boyce left Bny Mellon Advisors, Inc. for Schwab Wealth Advisory, Inc. (registered 2025-12-15)
Form ADVobserved 4 days ago
Occurred
Nov 13, 2024
Advisor changed firm
Ross Emrick left Bny Mellon Advisors, Inc. for Meeder Advisory Services, Inc. (registered 2024-10-25)
Form ADVobserved 4 days ago
Occurred
May 16, 2024
Control person left
Marie Michelle Logue (Chief Compliance Officer) no longer on Schedule A of Bny Mellon Advisors, Inc. (listed 2024-03-29, absent 2024-05-16)
Form ADVobserved 4 days ago
Occurred
May 16, 2024
Control person joined
Sergey Natalya Zelensky (Chief Compliance Officer) appeared on Schedule A of Bny Mellon Advisors, Inc.
Form ADVobserved 4 days ago
Occurred
Mar 29, 2024
Regulatory AUM changed
Bny Mellon Advisors, Inc. reported RAUM $19.7B, up 74% from $11.3B (2024-01-02 to 2024-03-29)
Form ADVobserved 4 days ago
$8.4B
Occurred
Mar 29, 2024
Control person joined
Kimberly Mackenzie-Perman (Chief Financial Officer) appeared on Schedule A of Bny Mellon Advisors, Inc.
Form ADVobserved 4 days ago
Occurred
Dec 14, 2023
Control person left
Daniel Joel Hempel (President, Chief Operating Officer, Director) no longer on Schedule A of Bny Mellon Advisors, Inc. (listed 2023-06-06, absent 2023-12-14)
Form ADVobserved 4 days ago
Occurred
Dec 14, 2023
Control person left
Thomas James Crowley (Director) no longer on Schedule A of Bny Mellon Advisors, Inc. (listed 2023-06-06, absent 2023-12-14)
Form ADVobserved 4 days ago
Occurred
Dec 14, 2023
Control person left
Kate Nina Weiss (Chief Compliance Officer) no longer on Schedule A of Bny Mellon Advisors, Inc. (listed 2023-06-06, absent 2023-12-14)
Form ADVobserved 4 days ago
Occurred
Dec 14, 2023
Control person joined
Edward Christopher Vella (President, Director, Chairperson) appeared on Schedule A of Bny Mellon Advisors, Inc.
Form ADVobserved 4 days ago
Occurred
Dec 14, 2023
Control person joined
Anthony Paul Weir (Chief Operating Officer, Director) appeared on Schedule A of Bny Mellon Advisors, Inc.
Form ADVobserved 4 days ago
Occurred
Dec 14, 2023
Control person joined
Miller Stephanie Pierce (Director) appeared on Schedule A of Bny Mellon Advisors, Inc.
Form ADVobserved 4 days ago
Occurred
Dec 14, 2023
Control person joined
John David Dipetrillo (Director) appeared on Schedule A of Bny Mellon Advisors, Inc.
Form ADVobserved 4 days ago
Occurred
Dec 14, 2023
Control person joined
Michael Nuzzo (Director) appeared on Schedule A of Bny Mellon Advisors, Inc.
Form ADVobserved 4 days ago
Occurred
Dec 14, 2023
Control person joined
Marie Michelle Logue (Chief Compliance Officer) appeared on Schedule A of Bny Mellon Advisors, Inc.
Form ADVobserved 4 days ago
Occurred
Dec 14, 2023
Control person joined
Abraham Shua (Director) appeared on Schedule A of Bny Mellon Advisors, Inc.
Form ADVobserved 4 days ago
Occurred
Jun 6, 2023
Control person left
Vijay Vaidyanathan (Director) no longer on Schedule A of Bny Mellon Advisors, Inc. (listed 2023-03-30, absent 2023-06-06)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2023
Control person joined
Ainslie Simmonds (Chairman, Director) appeared on Schedule A of Bny Mellon Advisors, Inc.
Form ADVobserved 4 days ago
Occurred
Mar 30, 2023
Control person joined
Vijay Vaidyanathan (Director) appeared on Schedule A of Bny Mellon Advisors, Inc.
Form ADVobserved 4 days ago
Occurred
Mar 30, 2023
Control person left
Patrick Thomas Sholes (Chairman, Director) no longer on Schedule A of Bny Mellon Advisors, Inc. (listed 2022-05-23, absent 2023-03-30)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2023
Control person left
Leslie Joan Schwartz (Director) no longer on Schedule A of Bny Mellon Advisors, Inc. (listed 2022-05-23, absent 2023-03-30)
Form ADVobserved 4 days ago
Occurred
Feb 7, 2023
Advisor changed firm
Kevin Patrick St. Clair left Bny Mellon Advisors, Inc. for Envestnet Pmc (registered 2024-01-26)
Form ADVobserved 4 days ago
Occurred
Feb 7, 2023
Advisor changed firm
Sean David Spellman left Bny Mellon Advisors, Inc. for Mml Investors Services, Llc (registered 2023-11-08)
Form ADVobserved 4 days ago
Occurred
Feb 7, 2023
Advisor changed firm
David Michael Frascella left Bny Mellon Advisors, Inc. for Ih2 Advisors & Company (registered 2024-05-17)
Form ADVobserved 4 days ago
Occurred
Jun 29, 2022
Advisor changed firm
Francis William Sedgwick left Bny Mellon Advisors, Inc. for Sei Investments Management Corp (registered 2023-04-20)
Form ADVobserved 4 days ago
Occurred
May 23, 2022
Control person joined
Kate Nina Weiss (Chief Compliance Officer) appeared on Schedule A of Bny Mellon Advisors, Inc.
Form ADVobserved 4 days ago
Occurred
May 23, 2022
Control person left
Robert John Bachik (Chief Compliance Officer) no longer on Schedule A of Bny Mellon Advisors, Inc. (listed 2022-03-30, absent 2022-05-23)
Form ADVobserved 4 days ago
Occurred
Apr 7, 2022
Advisor changed firm
Thomas Peter Pileggi left Bny Mellon Advisors, Inc. for Orion Portfolio Solutions, Llc (registered 2022-04-07)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2022
Regulatory AUM changed
Bny Mellon Advisors, Inc. reported RAUM $14.4B, up 47% from $9.8B (2021-12-17 to 2022-03-30)
Form ADVobserved 4 days ago
$4.6B
Occurred
Oct 10, 2019
Control person left
Ann Lisa Dolly (Director) no longer on Schedule A of Bny Mellon Advisors, Inc. (listed 2019-06-17, absent 2019-10-10)
Form ADVobserved 4 days ago
Occurred
Jun 17, 2019
Control person joined
Robert John Bachik (Chief Compliance Officer) appeared on Schedule A of Bny Mellon Advisors, Inc.
Form ADVobserved 4 days ago
Occurred
Jun 17, 2019
Control person left
Marie Michelle Logue (Chief Compliance Officer) no longer on Schedule A of Bny Mellon Advisors, Inc. (listed 2019-03-29, absent 2019-06-17)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2019
Control person joined
Leslie Joan Schwartz (Director) appeared on Schedule A of Bny Mellon Advisors, Inc.
Form ADVobserved 4 days ago
Occurred
Mar 29, 2019
Control person joined
Marie Cristina Rice (Assistant Secretary) appeared on Schedule A of Bny Mellon Advisors, Inc.
Form ADVobserved 4 days ago

Show 1 bookkeeping events

First seen by DFX
Sep 16, 2026
date not stated
Gregory J. Cesarano no longer holds an investment adviser registration (last listed at Bny Mellon Advisors, Inc. on the 2026-09-15 feed)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:20c7839d-bbe1-f2cb-51dd-e82dbfe16458
First observed: Dec 8, 2011
Last observed: May 28, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BNY MELLON ADVISORS, INC.

CRD 106108

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:20c7839d-bbe1-f2cb-51dd-e82dbfe16458

Data as of May 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:41 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANTHONY JOSEPH DESTRO

n/a

NEW YORK, NY

n/a

BRENDAN ONEILL

n/a

NEW YORK, NY

yes

CHRISTOPHER STEVEN KRAVSOW

n/a

NEW YORK, NY

n/a

TERESA BYRNE

n/a

NEW YORK, NY

n/a

yes

DAVID EDWARD WILSON

n/a

NEW YORK, NY

n/a

yes

SUMMER J. CAVALIER

n/a

NEW YORK, NY

yes

PRESTON ROY CALDWELL

n/a

NEW YORK, NY

n/a

yes

GREGORY J. CESARANO

n/a

NEW YORK, NY

n/a

Rachel Sutter

n/a

NEW YORK, NY

n/a

yes

WILLIAM GERARD PIERCE

n/a

NEW YORK, NY

CORBETT WILLIAM LAWRENCE

n/a

NEW YORK, NY

yes

BRIAN ANTHONY RUANE

n/a

JERSEY CITY, NJ | NEW YORK, NY

n/a

yes

FRANK ANTHONY GERMANA

Chartered Financial Analyst

NEW YORK, NY

JAIME LAUREN RONCORONI

n/a

NEW YORK, NY

yes

Emilio C Coppin

n/a

New York, NY | NEW YORK, NY

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DIPETRILLO, DAVID, JOHN

Director

yes

12/2023

May 28, 2026

MACKENZIE-PERMAN, KIMBERLY

CHIEF FINANCIAL OFFICER

yes

03/2024

May 28, 2026

MBC INVESTMENTS CORPORATION

Owner

yes

01/2024

May 28, 2026

NUZZO, MICHAEL

Director

yes

12/2023

May 28, 2026

PIERCE, STEPHANIE, MILLER

Director

yes

12/2023

May 28, 2026

Simmonds, Ainslie

Director

yes

03/2023

May 28, 2026

UTANO, JAIME, RENE

CHIEF COMPLIANCE OFFICER

yes

09/2025

May 28, 2026

VELLA, CHRISTOPHER, EDWARD

PRESIDENT, DIRECTOR, CHAIRPERSON

yes

11/2023

May 28, 2026

BNY MELLON IHC, LLC

Owner

yes

04/2017

Jan 2, 2024

Sep 30, 2024

SHUA, ABRAHAM

Director

yes

12/2023

Dec 14, 2023

Sep 30, 2024

THE BANK OF NEW YORK MELLON CORPORATION

Owner

yes

12/2016

Dec 8, 2011

Sep 30, 2024

WEIR, PAUL, ANTHONY

CHIEF OPERATING OFFICER, DIRECTOR

yes

12/2023

Dec 14, 2023

Sep 30, 2024

zelensky, natalya, sergey

CHIEF COMPLIANCE OFFICER

yes

05/2024

May 16, 2024

Sep 30, 2024

RICE, CRISTINA, MARIE

Secretary

03/2019

May 28, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MELLON INVESTMENTS CORPORATION

n/a

Asset manager

$874B

yes

n/a

BNY MELLON INVESTMENT ADVISER, INC.

n/a

Asset manager

$419B

yes

n/a

INSIGHT NORTH AMERICA LLC

n/a

Other adviser

$171B

yes

n/a

WALTER SCOTT & PARTNERS LIMITED

n/a

Other adviser

$67B

yes

n/a

NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC

n/a

Asset manager

$59B

yes

n/a

NEWTON INVESTMENT MANAGEMENT LTD

n/a

Asset manager

$42B

yes

n/a

BNY MELLON INVESTMENT MANAGEMENT JAPAN LIMITED

n/a

Former SEC adviser

$32B

yes

n/a

BNY MELLON ETF INVESTMENT ADVISER, LLC

n/a

Asset manager

$11B

yes

n/a

BNY MELLON SECURITIES CORPORATION

n/a

Other adviser

$8.4B

yes

n/a

INSIGHT INVESTMENT INTERNATIONAL LIMITED

n/a

Former SEC adviser

$3.0B

yes

n/a

MELLON HEDGE ADVISORS, LLC

n/a

Former SEC adviser

yes

n/a

BNY MELLON ALOCACAO DE PATRIMONIO LTDA F/K/A BNYMELLON ATIVOS FINANCEIROS LTDA F/K/A ARX RENDA VARIAVEL LTDA F/K/A BNY ARX INV

n/a

yes

n/a

BNY MELLON ASSET MANAGEMENT CANADA LTD.

n/a

yes

n/a

BNY MELLON BANCO S.A.

n/a

yes

n/a

BNY MELLON CAPITAL MARKETS, LLC

n/a

yes

n/a

BNY MELLON FUND MANAGEMENT (LUXEMBOURG) S.A.

n/a

yes

n/a

BNY MELLON FUND MANAGERS LIMITED

n/a

yes

n/a

BNY MELLON IM KOREA LIMITED

n/a

yes

n/a

BNY MELLON IM TAIWAN SECURITIES INVESTMENT CONSULTING CO., LTD

n/a

yes

n/a

BNY MELLON INTERNATIONAL MANAGEMENT LIMITED

n/a

yes

n/a

BNY MELLON INVESTMENT MANAGEMENT (SHANGHAI) LIMITED

n/a

yes

n/a

BNY MELLON INVESTMENT MANAGEMENT EMEA LIMITED

n/a

yes

n/a

BNY MELLON INVESTMENT MANAGEMENT HONG KONG LIMITED

n/a

yes

n/a

BNY MELLON INVESTMENT MANAGEMENT SINGAPORE PTE. LIMITED

n/a

yes

n/a

BNY MELLON INVESTMENT SERVICING TRUST COMPANY

n/a

yes

n/a

BNY MELLON NATIONAL ASSOCIATION

n/a

yes

BNY MELLON SERVICOS FINANCEIROS DISTRIBUIDORA DE TITULOS E VALORES MOBILIARIOS (DTVM) S.A.

n/a

yes

n/a

BNY MELLON TRUST COMPANY OF ILLINOIS

n/a

yes

n/a

BNY MELLON TRUST OF DELAWARE

n/a

yes

CIBC MELLON GLOBAL SECURITIES SERVICES COMPANY

n/a

yes

n/a

CIBC MELLON TRUST COMPANY

n/a

yes

n/a

INSIGHT INVESTMENT AUSTRALIA PTY LIMITED

n/a

yes

n/a

INSIGHT INVESTMENT FUNDS MANAGEMENT LIMITED

n/a

yes

n/a

INSIGHT INVESTMENT MANAGEMENT (GLOBAL) LIMITED

n/a

yes

n/a

INSIGHT INVESTMENT MANAGEMENT EUROPE LIMITED

n/a

yes

n/a

NEWTON INVESTMENT MANAGEMENT JAPAN LTD

n/a

yes

n/a

PERSHING LIMITED

n/a

yes

n/a

PERSHING (CHANNEL ISLANDS) LIMITED

n/a

yes

n/a

PERSHING ADVISOR SOLUTIONS LLC

n/a

yes

n/a

PERSHING LLC

n/a

yes

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

Pittsburgh

United States

Boston

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$33B

n/a

2024

Mar 31, 2025

$24B

n/a

2023

Mar 29, 2024

$20B

$19B

n/a

2022

Mar 30, 2023

$11B

n/a

2021

Mar 30, 2022

$14B

n/a

2020

Mar 30, 2021

$9.8B

n/a

2019

Mar 30, 2020

$8.6B

n/a

2018

Mar 29, 2019

$7.0B

n/a

2017

Mar 29, 2018

$8.0B

n/a

2016

Mar 30, 2017

$6.9B

n/a

2015

Mar 30, 2016

$6.0B

n/a

2014

Mar 30, 2015

$12B

n/a

2013

Mar 28, 2014

$13B

n/a

2012

Mar 28, 2013

$9.9B

n/a

2011

Mar 30, 2012

$8.1B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$33B

$24B

39.7%

$11B

43.6%