Jaime Lauren Roncoroni
Investment adviser representative at BNY Mellon Advisors, Inc.
22 yearsExperience
51 statesRegistered in
$33.5BFirm assets
30 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- BNY Mellon Advisors, Inc.Dec 2025 to now
- BNY AdvisorsSep 2025 to now
- Pershing Advisor Solutions LLCSep 2025 to now
- UnemployedJul 2024 to Sep 2025
- Northern Trust Securities, Inc.Jan 2005 to Jul 2024
- Northern Trust BankSep 2004 to Jul 2024
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 51 states (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV, WY).
BNY Mellon Advisors, Inc.
$33.5BAssets managed
125,701Clients
13Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3131545
- Firm CRD
- 106108