Pershing Advisor Solutions
Contact Us
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Disclosure Statement
Pershing Advisor Solutions delivers a Disclosure Statement at account opening to new accounts of record.
The Disclosure Statement details the relationship and allocation of responsibilities between the registered investment advisor, Pershing Advisor Solutions LLC and Pershing LLC as clearing agent and custodian. This document also discloses other important information.
Download Pershing Advisor Solutions LLC's 2011 Disclosure Statement
(Adobe Acrobat required)