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October 04, 2015 7:56 PM ET

Capital Markets

Company Overview of Pershing LLC

Company Overview

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 of...

One Pershing Plaza

10th Floor

Jersey City, NJ 07399

United States

Founded in 1939





Key Executives for Pershing LLC

Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Member of Executive Committee and Chief Executive Officer of Pershing Advisor Solutions LLC
Head of The Investment Services and Client Technology - BNY Mellon
Compensation as of Fiscal Year 2015.

Pershing LLC Key Developments

Pershing LLC Adds Four Third-Party Model Providers to its Retirement Plan Network

Pershing LLC announced that it has added four third-party model providers to its Retirement Plan Network, a platform that provides advisors with tools, solutions and technology to service their retirement plan business. The model providers added to the platform include 3D Asset Management, Efficient Market Advisors, Morningstar Investment Services Inc. and Wilshire Associates Incorporated. The new model provider additions provide a diverse menu of goals-based and target-date models. Each manager was selected for its unique perspective on model construction and management. In addition to providing professionally managed investment options, Pershing's Retirement Plan Network features Retirement Model Manager for plan advisors who wish to manage their own investment options. Through this new manager, advisors can create and manage models— which they can deliver across recordkeepers and plans— without having to log into separate systems. Retirement Model Manager, and the addition of four model providers, builds on a host of other resources already available on Pershing's Retirement Plan Network. Other solutions available on the platform include an integrated network of independent recordkeepers, investment products, retirement plan tools and practice management solutions. Pershing plans to add more recordkeepers and third-party model providers to the platform in the future.

BTIG Llc Adds Pershing as Global Custodian

BTIG Llc announced that it has added Pershing Llc as a global custodian and clearing broker for BTIG's multi-custodial and clearing Prime Brokerage platform. With the new agreement, BTIG provides two custodian and clearing broker options, Pershing and Goldman Sachs execution & clearing L.P., for the firm's Prime Brokerage clients and their assets.

Pershing LLC Presents at 21st Annual Hedge West Conference, Sep-28-2015 02:50 PM

Pershing LLC Presents at 21st Annual Hedge West Conference, Sep-28-2015 02:50 PM. Venue: Ritz Carlton, Sanfrancisco, California, United States. Speakers: Aaron Steinberg, Director.

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