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MELLON INVESTMENTS CORPORATION

PITTSBURGH, PA · CRD 105764 · IAPD ↗ · 617-248-3682

$873.87BRegulatory AUM
61Advisory reps
98Employees
0Clients
n/aPlanning clients
0Private funds
52States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — MELLON INVESTMENTS CORPORATION added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — MELLON INVESTMENTS CORPORATION shrank from 67 to 61 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2025 — MELLON INVESTMENTS CORPORATION moved its main office from BOSTON, MA to PITTSBURGH, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
78
April 2025 — MELLON INVESTMENTS CORPORATION grew from 59 to 67 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.