Park Avenue Securities LLC

Investment Advisor
in Claremont, CA

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About this Advisor

Chelsea Gottschling is a certified financial planner who works out of Claremont, California, with a total of 1 year of relevant experience. Gottschling is on the advisory team at Park Avenue Securities LLC. Throughout their career, Gottschling has worked at Crystal Cove Wealth Management, Wells Fargo Advisors LLC, Johanson Financial Advisors, Apw Capital, Inc, Guardian Life Insurance Co Of America, Park Avenue Securities, LLC and Apn/Fiscalyze. Gottschling has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and New York. Park Avenue Securities LLC is a firm operating out of New York, NY. The company has offices in 385 locations and a total of 1,825 advisors. It controls $10 billion in total assets across its 57,359 accounts, making it one of the largest firms in the nation by assets under management. The firm serves 132 charities and foundations. Of its 57,359 accounts, 19% are associated with high-net-worth investors who have at least $1 million in investable assets. The firm offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules are based on the financial services provided. However, fee types charged by Park Avenue Securities LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

1 year

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

333 N. Indian Hill Blvd
Claremont, CA 91711

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management


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


CA Average: 88
Total Number of Accounts


CA Average: 3,892
Average Account Size


CA 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

Chelsea Gottschling Work History

Chelsea has been registered as a financial advisor for 1 years.*

2019 - Present (5 years)

Guardian Life Insurance Co Of America

2019 - Present (5 years)

Park Avenue Securities, LLC

2019 - 2019 (< 1 year)


2018 - 2018 (< 1 year)

Apw Capital, Inc

2017 - 2018 (1 year)

Johanson Financial Advisors

2014 - 2017 (3 years)

Wells Fargo Advisors LLC

2013 - 2014 (1 year)

Crystal Cove Wealth Management

*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.


Please visit the SEC profile of Chelsea Gottschling 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

Matthew Shipman
San Diego, CA
Thomas Avitabile
Flushing, NY
Robert Wilson
Cincinnati, OH
Jimmy Lewis
Mount Pleasant, SC
Travis Winder
Appleton, WI
Shane Davis
Allentown, PA
Tony Wong
Flushing, NY
Samuel Katz
Scarsdale, NY

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

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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