Lockwood Advisors, Inc. (Lockwood), an affiliate of Pershing LLC, is a leading provider of managed account solutions to financial institutions and registered investment advisors.Lockwood, along with its affiliate Lockwood Capital Management, Inc., offers financial advisors access to
a broad spectrum of fee-based advisory solutions, including:

    - Separately managed accounts
    - Advisor-directed mutual fund/ETF wrap portfolios
    - Discretionary unified managed accounts
    - Discretionary mutual fund/ETF wrap portfolios

To learn more about Lockwood's advisory solutions, please contact the Business Development Team at (800) 200-3033, option 2.

Lockwood Advisors, Inc. and Lockwood Capital Management, Inc. are SEC Registered Investment Advisers and affiliates of Pershing LLC, all subsidiaries of The Bank of New York Mellon Corporation. Pershing LLC, member FINRA, NYSE, SIPC.

Lockwood Advisors, Inc. 10 Valley Stream Parkway Malvern, PA 19355 (800) 200-3033
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