AdvisorRanked
92
Clean

MELLON INVESTMENTS CORPORATION

500 ROSS STREET, PITTSBURGH, PA 15258
Fiduciaryfee-onlySEC Registered
617-248-3682 http://www.linkedin.com/company/mellon-investments CRD #105764
Visit Website
$873.9B
Assets Managed
61
Clients
98
Employees
43
Years Active
since 1983

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46154. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

complaint46154

1 customer complaint(s)/arbitration(s) disclosed on Form ADV Item 11.

Resolved

Total complaints on record: 1

Complaint ratio: 1.64 per 100 clients

Industry average is approximately 0.15 complaints per 100 clients. A ratio above 0.30 is considered elevated.

Firm Details

Legal NameMELLON INVESTMENTS CORPORATION
CRD Number#105764
SEC RegisteredYes
Registration Date1983-09-30
States RegisteredPA
Assets Under Management$873.9B
Number of Clients61
Employees98
Compensation Typefee-only
Last ADV Filing46154

Other Advisors in PITTSBURGH

100

FEDERATED INVESTMENT MANAGEMENT COMPANY

PITTSBURGH, PA · Since 1989

$590.1B AUM106 clientsFee: 0%
FiduciaryFee-Only
100

COMMONWEALTH INVESTMENT MANAGEMENT

PITTSBURGH, PA · Since 1994

$1.3B AUM7 clientsFee: 0%
FiduciaryFee-Only
100

COOKSON PEIRCE WEALTH MANAGEMENT

PITTSBURGH, PA · Since 1984

$2.6B AUM18 clientsFee: 0%
FiduciaryFee-Only
View all advisors in PITTSBURGH →

Frequently Asked Questions

Is MELLON INVESTMENTS CORPORATION a fiduciary?

Yes. MELLON INVESTMENTS CORPORATION is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does MELLON INVESTMENTS CORPORATION charge clients?

MELLON INVESTMENTS CORPORATION uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does MELLON INVESTMENTS CORPORATION have any complaints?

Yes. MELLON INVESTMENTS CORPORATION has 1 complaint(s) on record. Their complaint ratio is 1.64 per 100 clients (industry average: ~0.15).

How does MELLON INVESTMENTS CORPORATION compare to other advisors in PITTSBURGH?

MELLON INVESTMENTS CORPORATION has a Red Flag Score of 92/100. There are 54 registered advisory firms in PITTSBURGH. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46154. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.