Pershing LLC

Clients of Prosperity Advisors have the added benefit of accessing the strength and stability of Pershing. 

Pershing LLC, an affiliate of the Bank of New York Mellon, has been a leading global provider of financial business solutions for 70 years and serves many of the world’s most respected financial organizations, remaining focused on the segregation, safekeeping, servicing, and reporting of clients’ assets in our custody.

Prosperity Advisors client accounts are held by Pershing.  Consolidating your accounts with Pershing give you access to one of the best client reporting systems in the industry, enhancing your overall client experience with us.