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Pershing LLC an affiliate of The Bank of New York Mellon is a member FINRA, NYSE, SIPC. Securities Investor Protection Corporation (SIPC®) protects securities clients up to $500,000 including $250,000 for claims for cash. Explanatory brochure available upon request or at SIPC. Pershing provides coverage in excess of SIPC limits through a commercial insurance company. Additional information is available at Pershing.

TD AmeriTrade Asset Protection Guarantee

TD AmeriTrade offers protection against the loss of cash or securities due to unauthorized activity. Please visit
TD Ameritrade for more information regarding this protection.

We promise this protection if you work with us in four ways:

  1. Keep your personal identifying information and account information secure and confidential because sharing your User ID, password, PIN, or account number or other standard means of authentication with other people means you authorize them to take action in your account.
  2. Keep your contact information up-to-date with us, so that we can contact you in case of suspected fraud;
  3. Review your account frequently and your statements promptly and report any suspicious or unauthorized activity to us immediately in accordance with your Client Agreement.
  4. Take the actions we request if your account is ever compromised and cooperate with our investigation.

If you help us protect you in these basic ways, we’ll promise no fine print and no footnotes… just our commitment to protect the assets you entrust to us.

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Our Location


Post Resch Tallon

1163 Pittsford Victor Rd
Building #4 Suite 240
Pittsford, NY 14534

585-249-1030 Tel
800-877-4439 Toll-free