PORTFOLIOFLEX Trademark

Serial Number: 99480537

PORTFOLIOFLEX is a trademark filed by BNY Mellon Advisors, Inc. on November 5, 2025. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently pending registration.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Class 42 - Computer & Scientific

Scientific and technological services; industrial analysis and research services

Owner Contact Info

BNY Mellon Advisors, Inc.

1800 American Boulevard, Suite 300
Pennington, NJ 08534

Entity Type: 03

Legal Representation

Attorney of Record

Joshua W. Newman

799 trademarks filed View all →

Correspondence Address

Joshua W. Newman Reed Smith LLP

40th Floor

10 South Wacker Drive

Chicago, IL 60606

United States

Trademark Details

Filing Date

November 5, 2025

Registration Date

Not Registered

First Use Anywhere

March 4, 2025

First Use in Commerce

March 4, 2025

Goods & Services

Providing temporary use of online non-downloadable software for investors to access curated investment advisor recommendations and investment and asset allocation models on based user-specified criteria; providing temporary use of online non-downloadable software for investors to develop and manage customized investment portfolios; providing temporary use of online downloadable software for investors to access personalized financial news, market research, and investment strategies based on user-specified risk and tax preferences

Investment management; Investment advisory services; Financial portfolio management; Financial portfolio analysis services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial risk assessment services; Financial risk management