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Nicole Llorente

Investment adviser representative at BNY Mellon Securities Corporation
12 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

12 years in the industry.

  1. BNY Mellon Securities CorporationJul 2024 to now
  2. UBS Financial Services Inc.Mar 2023 to Jul 2024
  3. UnemployedDec 2022 to Mar 2023
  4. Banco SantanderMay 2021 to May 2022
  5. Office of Inspector GeneralAug 2019 to May 2021
  6. Bunny CakesJul 2019 to Jul 2019
  7. Florida International UniversityJun 2019 to Dec 2022
  8. JuscoJun 2019 to Jun 2019
  9. UnemployedDec 2018 to Jul 2019
  10. New York UniversitySep 2018 to Dec 2018
  11. Panna CafeJul 2018 to Aug 2018
  12. HollisterJul 2018 to Jul 2018
  13. Our Lady of Lourdes AcademyAug 2014 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
7706466
Firm CRD
231
Advisor's SEC record (opens in a new tab)
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