JR
Jaime L. Roncoroni
BNY ADVISORS
NEW YORK, NY 10166
Some features on this profile are disabled
CRD#: 3131545
JR
Professional summary
Jaime Lauren Roncoroni, who also goes by Jaime Lauren Paldin, Jaime Lavren Paldin, is a registered financial advisor currently at BNY ADVISORS located in New York, New York and PERSHING ADVISOR SOLUTIONS LLC located in New York, New York.
Jaime is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Jaime has worked at 4 firms and has passed the Series 65, Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jaime Lauren Paldin | Jaime Lavren Paldin
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jaime Lauren Roncoroni's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 17, 2025 - Present
BNY ADVISORS
Office #1: 200 Park Avenue, New York, NY 10166RIA
CRD#: 106108
NEW YORK, NY
Current
September 26, 2025 - Present
PERSHING ADVISOR SOLUTIONS LLC
Office #1: 240 Greenwich Street, New York, NY 10286BD
CRD#: 36671
New York, NY
Past
May 11, 2005 - December 31, 2009
NORTHERN TRUST SECURITIES, INC.
RIA
CRD#: 7927
STAMFORD, CT
Past
January 20, 2005 - May 24, 2024
NORTHERN TRUST SECURITIES, INC.
BD
CRD#: 7927
STAMFORD, CT
Past
March 3, 2004 - October 4, 2004
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
WINDSOR, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BA
BNY ADVISORS
BNY ADVISORS | LOCKWOOD MANAGED ACCOUNT SOLUTIONS | LOCKWOOD ADVISORS INC | LOCKWOOD ADVISORS | LOCKWOOD | BNY MELLON LOCKWOOD | BNY MELLON ADVISORS, INC. | BNY MELLON ADVISORS | BNY INVESTMENTS
CRD#: 106108 / SEC#: 801-52378
RIA
Registered Investment Advisory firm - (7/15/1996 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Alabama(1/6/2026)
IAR
Alaska(1/6/2026)
IAR
Arizona(1/16/2026)
IAR
Arkansas(1/6/2026)
IAR
California(1/6/2026)
IAR
Colorado(1/6/2026)
IAR
Connecticut(1/6/2026)
IAR
Delaware(1/6/2026)
IAR
District of Columbia(1/23/2026)
IAR
Georgia(2/9/2026)
IAR
Hawaii(1/6/2026)
IAR
Idaho(1/6/2026)
IAR
Illinois(1/6/2026)
IAR
Indiana(1/6/2026)
IAR
Iowa(1/6/2026)
IAR
Kansas(1/6/2026)
IAR
Kentucky(1/6/2026)
IAR
Louisiana(1/6/2026)
IAR
Maine(1/6/2026)
IAR
Maryland(1/6/2026)
IAR
Massachusetts(1/23/2026)
IAR
Michigan(1/6/2026)
IAR
Minnesota(1/6/2026)
IAR
Mississippi(1/6/2026)
IAR
Missouri(1/6/2026)
IAR
Montana(1/6/2026)
IAR
Nebraska(1/6/2026)
IAR
Nevada(1/6/2026)
IAR
New Hampshire(1/6/2026)
IAR
New Jersey(1/6/2026)
IAR
New Mexico(1/8/2026)
RR
New York(9/26/2025)
IAR
New York(12/17/2025)
IAR
North Carolina(1/6/2026)
IAR
North Dakota(1/15/2026)
IAR
Ohio(1/6/2026)
IAR
Oklahoma(1/6/2026)
IAR
Oregon(1/6/2026)
IAR
Pennsylvania(1/6/2026)
IAR
Puerto Rico(1/6/2026)
IAR
Rhode Island(1/6/2026)
IAR
South Carolina(1/6/2026)
IAR
South Dakota(1/6/2026)
IAR
Texas(1/6/2026)
IAR
Utah(1/6/2026)
IAR
Vermont(1/7/2026)
IAR
Virginia(1/6/2026)
IAR
Washington(1/6/2026)
IAR
West Virginia(1/8/2026)
IAR
Wisconsin(1/6/2026)
IAR
Wyoming(1/6/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
BA
BNY ADVISORS
BNY ADVISORS | LOCKWOOD MANAGED ACCOUNT SOLUTIONS | LOCKWOOD ADVISORS INC | LOCKWOOD ADVISORS | LOCKWOOD | BNY MELLON LOCKWOOD | BNY MELLON ADVISORS, INC. | BNY MELLON ADVISORS | BNY INVESTMENTS
CRD#: 106108 / SEC#: 801-52378
RIA
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Contact information
Main Address
200 Park Avenue, New York, NY 10166
Mailing Address
Phone number
800-200-3033, OPTION 3
Established
Firm type
Fiscal year end
# of Employees
79
SEC notice filing (52 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 122,578 |
| AUM (Assets Under Management) | $ 23,959,697,127 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 08/28/2024 | ||
| 10/27/2023 |
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.
