Client assets are held in a U.S. brokerage account in the client’s name. Profile is associated with the International Private Brokerage™ firm Portfolio Resources Group, Inc., (PRG) and securities are offered through PRG, which is a member of FINRA, SIPC, MSRB, SIFMA, and FSI. Accounts are carried by Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation. That means that Pershing is the company that actually holds your account. Pershing handles $1.7 trillion in global client assets and is a subsidiary of BNY Mellon, which has over $32 trillion in assets under custody and/or administration (as of September 2017). Click here to read a complete description of Pershing’s strength, stability, and focus.
Published June 28, 2018.