Cindy
Furze
Park Avenue Securities LLC
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About this Advisor
Cindy Furze is a financial advisor who works out of San Diego, California with 1 year of industry experience. Furze is on the advisory team at Park Avenue Securities LLC. Over the course of their career, Furze has held roles at Furze Residence, Retrofit, Md Revolution, Beck Residence, Guardian Life Insurance Company and Park Avenue Securities. Furze has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in California. Park Avenue Securities LLC is a financial advisory firm based in New York, NY. It has offices in 385 locations and a total of 1,825 employees. It handles $10 billion in assets across its 57,359 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves 132 charitable organizations. Of its 57,359 client accounts, 19% belong to high-net-worth individuals who have at least $1 million in investable assets. The business 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 are based on which services the firm provides the client. However, fees billed by Park Avenue Securities LLC most likely consist 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
Cindy Furze Work History
Cindy has been registered as a financial advisor for 1 years.*
Guardian Life Insurance Company
Park Avenue Securities
Furze Residence
Retrofit
Md Revolution
Beck Residence
*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 Cindy Furze 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
Charlotte, NC
Brentwood, TN
Alpharetta, GA
Columbus, OH
Roslyn, NY
Cincinnati, OH
Mount Pleasant, SC
Buffalo, 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 profile-compliance@smartasset.com.
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