John Joseph Lavin
Investment adviser representative at BNY Mellon Securities Corporation
11 yearsExperience
1 stateRegistered in
$8.4BFirm assets
29 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- BNY Mellon Securities CorporationJun 2019 to now
- BNY MellonJun 2019 to now
- Columbia Management Investment Distributors IncJan 2017 to Jun 2019
- Commonwealth Financial NetworkSep 2016 to Jan 2017
- Financial Foundations, Inc.Jun 2015 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (RI).
BNY Mellon Securities Corporation
$8.4BAssets managed
3,734Clients
63Advisers
29 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
- 6346130
- Firm CRD
- 231