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William St. George Cazalet

MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, California
SIE, Series 3, Series 7, Series 31, Series 63Clean recordMELLON CAPITAL MANAGEMENT CORPORATION
50 FREMONT STREET, SAN FRANCISCO, CA 94105CRD# 2525007Firm CRD# 105764

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William St. George Cazalet · SAN FRANCISCO, CA
Registration
CRD #2525007 · MELLON CAPITAL MANAGEMENT CORPORATION
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 31
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MELLON INVESTMENTS CORPORATION
CRD 105764 · SEC 801-19785
AUM
$674.2B
Regulatory assets under management
Employees
146
502 client accounts
Services offered by MELLON INVESTMENTS CORPORATION
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at MELLON INVESTMENTS CORPORATION →
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Frequently Asked Questions

What services does William St. George Cazalet offer?
William St. George Cazalet specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are William St. George Cazalet's credentials?
William St. George Cazalet is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William St. George Cazalet located?
William St. George Cazalet is based in SAN FRANCISCO, California, working with MELLON CAPITAL MANAGEMENT CORPORATION. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does William St. George Cazalet charge for services?
William St. George Cazalet's firm is compensated through percentage of aum, subscription fees, other: securities lending. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MELLON CAPITAL MANAGEMENT CORPORATION?
MELLON CAPITAL MANAGEMENT CORPORATION has approximately 146 employees and manages $674.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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