Cetera Financial Group is one of the nation’s largest families of independently managed firms. Cetera Financial Group provides award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, and innovative technology for more than 9,500 independent financial professionals and more than 600 financial institutions nationwide.

Pershing was founded on January 1, 1939 as Pershing & Company and has grown to become a global financial business solutions provider with offices around the world, $1.5 trillion in global client assets, and 1,500 clients world wide. 

In 2003, Pershing was acquired by The Bank of New York, the longest-lasting financial institution in the United States. In 2007, the merger of The Bank of New York and Mellon Financial Corporation formed BNY Mellon. Today, BNY Mellon is the Investments Company for the World, providing Pershing and all its clients the backing and resources of a global leader.