As an additional layer of safety, YOUR ASSETS ARE KEPT SEPARATE:
At Reed & Associates, Inc. client assets are kept in separate client brokerage accounts through Pershing, LLC and Shareholders Service Group. Please click on their logos to visit them online.
Pershing, LLC*
♦ A member of every major U.S. securities exchange and its international affiliates are members of the Frankfurt, Irish, and London Stock Exchanges
♦ A subsidiary of the Bank of New York Mellon
♦ Pershing has over 6 million accounts, over $700 billion in client assets, and equity capital of $604 million
♦ Bank of New York Mellon has $20.2 trillion in custody assets with equity capital of $9.3 trillion
Shareholders Service Group*
♦ Experienced executive management team created and managed Jack White & Companies advisor services since 1978 and then led TD Waterhouse Institutional Services upon the acquisition of Jack White by TD Ameritrade
♦ Registered with the Securities Exchange Commission (SEC) and a member of the Securities Investment Protection Corporation (SIPC)
♦ A registrant of the Municipal Securities Rulemaking Board (MSRB)
*Source: SSG, BNY, Pershing At A Glance, July 2007, SSG Website, SSG Forms & Utilities
Reed & Associates, Inc. 16935 W Bernardo Dr Ste 112 San Diego, CA 92127-1634 Phone: 858-673-0878 | Fax: 858-430-3883 | Email: info@reedwealth.com CA Insurance License #0534132
Advisory services offered through Reed & Associates, Inc., a
registered investment advisor. Pension plan record keeping offered
through other fine companies.
