Brent
Conway
Park Avenue Securities LLC
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About this Advisor
Brent Conway is a financial advisor operating in San Ramon, California with a total of 10 years of relevant experience. Conway currently works for Park Avenue Securities LLC. Throughout their career, they have worked at Guardian Life Insurance Company and Park Avenue Securities. Conway holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in California, Colorado, Hawaii, Montana, Nevada, New Jersey, Oregon, Texas and Washington. Park Avenue Securities LLC is a firm based out of New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 employees. It handles $10 billion in assets under management among its 57,359 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 132 charities and foundations. Of its 57,359 accounts, 19% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Park Avenue Securities LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fees largely vary depending on which service is offered. Fees charged by Park Avenue Securities LLC likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$9,912,742,257
1,825
57,359
$172,819
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Brent Conway Work History
Brent has been registered as a financial advisor for 10 years.*
Guardian Life Insurance Company
Park Avenue Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brent Conway to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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