This document provides client service information for an investment account managed by Martin Zeman at 345 Park Avenue, New York. It includes details on tax lot default disposition methods, bond amortization elections, and electronic delivery preferences. Pershing LLC is identified as the clearing broker, with responsibilities outlined for both Pershing and the financial institution. The document emphasizes the role of Pershing as a custodian and clearing agent, and clarifies that Pershing does not provide investment advice.
doj/DataSet10/EFTA01383258.pdf
{"key_people":["Martin Zeman"],"document_type":"financial","key_locations":["345 Park Avenue, New York, NY 10154"],"document_subtype":"Account Information","key_organizations":["Pershing LLC","The Bank of New York Mellon Corporation","FINRA","NYSE","SIPC"]}