AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
BH

Brett G. Hartshorn

Some features on this profile are disabled
CRD#: 1887505
BH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brett Gordon Hartshorn was a registered financial professional .

Brett is a previously registered financial professional and started their career in finance in 1990. Brett had worked at 13 firms and has passed the Series 63, Series 7, Series 62 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 5, 2001 - November 29, 2002

BNY MELLON SECURITIES LLC

BD
CRD#: 47268
JERSEY CITY, NJ
Past

January 17, 2001 - December 5, 2001

CONSECO SECURITIES, INC.

BD
CRD#: 29367
CARMEL, IN
Past

April 1, 1998 - June 15, 1999

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

October 18, 1996 - April 1, 1998

BARNETT INVESTMENTS, INC.

BD
CRD#: 14897
JACKSONVILLE, FL
Past

June 13, 1995 - October 8, 1996

DRIZOS INVESTMENTS, INC.

BD
CRD#: 15087
MORRISTOWN, NJ
Past

October 13, 1994 - April 11, 1995

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

December 4, 1992 - November 27, 1993

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

September 1, 1992 - December 4, 1992

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
NEW YORK, NY
Past

July 17, 1992 - September 2, 1992

DEL MAR SECURITIES, INC.

BD
CRD#: 14411
Past

June 26, 1991 - April 13, 1992

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO
Past

October 2, 1990 - June 20, 1991

AMERICAN FRONTEER FINANCIAL CORPORATION

BD
CRD#: 1398
DENVER, CO
Past

May 21, 1990 - July 18, 1990

FIRST CHOICE SECURITIES CORP.

BD
CRD#: 17021
Past

January 26, 1990 - May 25, 1990

MALONE & ASSOCIATES, INC.

BD
CRD#: 10412
DENVER, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/20/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 1/24/1990
Corporate Securities Limited Representative Examination
Principal/Supervisory Exam

Current Firm


BM
BNY MELLON SECURITIES LLC
BNY MELLON SECURITIES LLC | MELLON SECURITIES LLC | MELLON FINANCIAL PLANNING | FUTURESHARE FINANCIAL PLANNING | FUTURESHARE FINANCIAL LLC | FUTURESHARE FINANCIAL DIVISION OF MELLON SECURITIES LLC | DIRECTADVICE | CHASEMELLON FINANCIAL SERVICES L.L.C.

CRD#: 47268 / SEC#: , 8-51710

BD
Terminated by SEC on 04/29/2011
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 03/19/1998
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MELLON INVESTOR SERVICES HOLDINGS LLCMEMBER
DUFFANY, STEPHEN JOHNCHIEF COMPLIANCE OFFICER2535640
DUFFANY, STEPHEN JOHNPRESIDENT & FINOP2535640
SCHWARTZ, ANDREW LEEGENERAL SECURITIES PRINCIPLE4360624

Disclosures


Regulatory Event3
Arbitration2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BNY MELLON SECURITIES LLC

CRD#: 47268

TRUST BUT VERIFY

Monitor Brett Hartshorn

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics