MELLON INVESTMENTS CORPORATION

BOSTON, Massachusetts·42 registered advisors·CRD# 105764
SEC# 801-197853617-722-7250
01

Firm Overview

AUM
$674.2B
Regulatory assets under management
Employees
146
Total firm employees
Advisors
42
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Other: SECURITIES LENDING
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at MELLON INVESTMENTS CORPORATION

42 registered advisors
Abou Diop
SAN FRANCISCO, California
Adam Brett Joffe
BOSTON, Massachusetts
Alexander Clemens Huberts
SAN FRANCISCO, California
Almond George Goduti
SAN FRANCISCO, California
Andrew John Pellegrino
SAN FRANCISCO, California
Anjun Zhou
SAN FRANCISCO, California
Brett Allen Thunstrom
SAN FRANCISCO, California
Charles Jacklin
SAN FRANCISCO, California
David Antonio Daglio
BOSTON, Massachusetts
David Dirks
SAN FRANCISCO, California
David Kwan
SAN FRANCISCO, California
David Manuel
SAN FRANCISCO, California
David Wayne Kingsley
BOSTON, Massachusetts
Edward Homer Ladd
BOSTON, Massachusetts
Eric Goodbar
SAN FRANCISCO, California
James Desmond Mac Intyre
BOSTON, Massachusetts
Janine Catherine O'neill
SAN FRANCISCO, California
Jeffrey Zhang
SAN FRANCISCO, California
Jennifer Cassedy
BOSTON, Massachusetts
Karen Wong
SAN FRANCISCO, California
Keiko Kai
SAN FRANCISCO, California
Laura Ryland Nemeth
SAN FRANCISCO, California
Lawrence Phillip Lee
SAN FRANCISCO, California
Lori Ann Najjar
BOSTON, Massachusetts
Lynn Barbara Spang
SAN FRANCISCO, California
Lynn Thomas Challenger
SAN FRANCISCO, California
Marie Kathleen Mullen
SAN FRANCISCO, California
Nicholas Fohl
SAN FRANCISCO, California
Paul Lindhardt Benson
SAN FRANCISCO, California
Richard Kirvan Watson
SAN FRANCISCO, California
Ronald Paul Gala
SAN FRANCISCO, California
Rose Ann Huening-Clark
SAN FRANCISCO, California
Scott Philip Ruddick
SAN FRANCISCO, California
Sheryl Linck
SAN FRANCISCO, California
Thomas Hazuka
SAN FRANCISCO, California
Thomas Joseph Durante
SAN FRANCISCO, California
Thomas Loeb
BOSTON, Massachusetts
Vassilis Dagioglu
SAN FRANCISCO, California
Warren Chiang
SAN FRANCISCO, California
W. Christopher Appler
SAN FRANCISCO, California
William Lewis Fouse
SAN FRANCISCO, California
William St. George Cazalet
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
34 advisors
BOSTON, Massachusetts
8 advisors

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Data sourced from SEC Form ADV filings. MELLON INVESTMENTS CORPORATION (CRD# 105764) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.