Unclaimed Profile

Kimberly Mackenzie-Perman

BNY MELLON ADVISORS, INC.·PENNINGTON, New Jersey

SIE, Series 7, Series 66Clean record23 years registeredBNY MELLON ADVISORS, INC.

1800 AMERICAN BLVD., PENNINGTON, NJ 08534CRD# 4576869Firm CRD# 106108

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kimberly Mackenzie-Perman · PENNINGTON, NJ

Registration

CRD #4576869 · BNY MELLON ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BNY MELLON ADVISORS, INC.

QUICK & REILLY, INC.

Mar 2003 – Jun 2004

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 5, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

BNY MELLON ADVISORS, INC.

CRD 106108 · SEC 801-52378

AUM

$19.7B

Regulatory assets under management

Employees

103,756 client accounts

Services offered by BNY MELLON ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at BNY MELLON ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Kimberly Mackenzie-Perman offer?

Kimberly Mackenzie-Perman specializes in Investment Management, Retirement Planning, Wealth Management.

What are Kimberly Mackenzie-Perman's credentials?

Kimberly Mackenzie-Perman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kimberly Mackenzie-Perman located?

Kimberly Mackenzie-Perman is based in PENNINGTON, New Jersey, last registered with BNY MELLON ADVISORS, INC..

How does Kimberly Mackenzie-Perman charge for services?

Kimberly Mackenzie-Perman's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: asset based fees related to model portfolio delivery. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BNY MELLON ADVISORS, INC.?

BNY MELLON ADVISORS, INC. has approximately 80 employees and manages $19.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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