is an independent boutique wealth management firm whose sole business is to serve its clients. With over 33 years of personalized, professional service experience, we are focused on servicing individual and institutional clients in their investment and banking needs.
We provide our clients with the broadest possible access to the world’s financial markets and investment products.
At Delray Financial Group LLC, securities are offered through Kovack Securities, Inc., member FINRA/SIPC. Clients assets are held and securities are cleared through Pershing LLC, a Bank of New York Mellon company. Pershing is a leading global provider of financial business solutions with over $900 billion in assets held in custody, offering stability, scale, and institutional resources. By combining the personal touch of a small firm with access to some of the most sophisticated trading platforms, financial planning and investment solutions in the world, we are able to offer a level of advice and service that we expect and our clients deserve.
Independence means access to all market participants and product providers without any conflict of interest. Our investment professionals have the freedom to focus solely on the financial goals of their clients. Instead of promoting company products, we take a custom approach to each client’s portfolio, and we develop solid relationships by providing a higher level of personal service. As independent investment professionals, we design individually tailored investment plans and portfolios to help meet each client`s specific needs.
At Delray Financial Group LLC, we are committed to providing a full range of personalized services for whatever your needs command.
Services include, but are not limited to:
- Investment advisory
- Brokerage accounts
- Trust accounts
- Retirement accounts
- College savings plans
- Employer sponsored 401k plans
- Prime brokerage accounts
- Execution services (DVP)
Pershing, LLC, is the world’s leading correspondent clearing firm and is a wholly owned subsidiary of the Bank of New York Mellon. Pershing is a member of the New York Stock Exchange and every major US securities exchange as well as a member of the Frankfurt, Irish and London stock exchanges.
Bank of New York Mellon is the oldest US bank founded by Alexander Hamilton in 1784. Throughout its worldwide facilities, Pershing provides integrated, multilingual, multicurrency capabilities including execution, clearing, settlement, custody and reporting services. Pershing has execution capabilities in 45 countries.
Since 1939, Pershing has been providing brokerage execution, clearance, data processing and financial products and services to introducing broker dealers. Pershing’s core competencies and technologies include:
Trade Execution Asset Management Securities Lending Performance Measurement Wealth Management Liquidity Solutions Fixed Income Products Foreign Exchange International Securities
For more than 60 years, Pershing’s name has been synonymous with high quality executions offering flexible order entry, expert execution and settlement and technology and resources that translate into prompt, professional trading.
Pershing LLC’s parent company, The Bank of New York Mellon, has a capitalization of $32.4 billion, as of September 30, 2010, and $24.4 trillion in assets held under custody and
Bank of New York Mellon
The Bank of New York Mellon is the oldest US bank founded by Alexander Hamilton in 1784. Trading under the NYSE ticker symbol BK, the Bank of New York Mellon is a leading provider of financial services for institutions, corporations and high net worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client focused team.
The Bank of New York Mellon has locations across 6 continents in 34 countries with a worldwide staff of more than 40,000 employees. The company has $22.3 trillion in assets under custody and administration and $1.1 trillion in assets under management.
Pershing, LLC, our clearing partner, is a wholly owned subsidiary of The Bank of New York Mellon and is a member of the New York Stock Exchange.
Securities are cleared and assets are held through Pershing, LLC, a subsidiary of
THE BANK OF NEW YORK MELLON CORPORATION
Member New York Stock Exchange, FINRA, SIPC
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