Matthew
Meurer

Park Avenue Securities LLC

CRD#4490038
Investment Advisor
in Hoover, AL

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About this Advisor

Matthew Meurer is a financial advisor based in Hoover, Alabama, working with Park Avenue Securities LLC. Matthew has previously held positions at Park Avenue Securities, Guardian Life Insurance Company, and Guardian Life Insurance Co. Matthew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Alabama, Georgia, and Mississippi. Currently, Matthew is part of Park Avenue Securities LLC, which operates out of Hoover, Alabama. The firm has 399 offices and 1,841 employees. The firm manages assets totaling $11.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Park Avenue Securities LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Hoover, AL

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$11,881,593,369

AL Average: $7,464,549,021
Total Number of Employees

1,841

AL Average: 88
Total Number of Accounts

62,811

AL Average: 3,892
Average Account Size

$189,164

AL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Matthew Meurer Work History

2023 - Present (1 year)

Park Avenue Securities

2023 - Present (1 year)

Guardian Life Insurnace Company

2022 - 2023 (1 year)

Park Avenue Securities

2022 - 2023 (1 year)

Guardian Life Insurnace Company

2016 - 2022 (6 years)

Park Avenue Securities

2002 - 2022 (20 years)

Guardian Life Insurance Co

Disclosures

Please visit the SEC profile of Matthew Meurer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Park Avenue Securities LLC

Daniel Andreotta
Charlotte, NC
Trevor Mcnally
Port Chester, NY
Joseph Miller
Las Vegas, NV
Anthony Ryan
Austin, TX
Matthew Nerz
Houston, TX
Marc Merber
Garden City, NY
Jessica Jade Valentini
West Palm Beach, FL
Louis Richards
Irvine, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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