Brokerage accounts are with an introduced relationship with Pershing LLC, an affiliate of BNY Mellon and a world leader in brokerage services.

Through Pershing, SFA advisors enjoy access to advanced investment capabilities, from fast, precise trade execution and settlement to accurate, timely account statements. SFA advisors can expect quality service, global capabilities, rock-solid reliability, and prompt resolution of any questions or issues.

Empowering the Independent Financial Advisor – SFA