Danny
Recht

Park Avenue Securities LLC

CRD#5351930
Investment Advisor
in San Diego, CA

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About this Advisor

Danny Recht is a financial advisor based in San Diego, California, working with Park Avenue Securities LLC. Danny has previously held positions at Axa Advisors, LLC, Guardian, Park Ave Securities, Park Avenue Securities, Guardian Life Insurance Company, and Guardian Life Insurance. Danny has passed the Series 66 regulatory exam and is registered to provide services in California, Colorado, Connecticut, Florida, Idaho, Illinois, Massachusetts, Nevada, New Jersey, New York, Pennsylvania, and Texas. Currently, Danny is part of Park Avenue Securities LLC, which operates out of San Diego, California. 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 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

5280 Carroll Canyon Road Suite 300
San Diego, CA 92121

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$11,881,593,369

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

1,841

CA Average: 88
Total Number of Accounts

62,811

CA Average: 3,892
Average Account Size

$189,164

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

Danny Recht Work History

2021 - Present (3 years)

Guardian Life Insurance Company

2021 - Present (3 years)

Park Avenue Securities

2018 - 2021 (3 years)

Guardian Life Insurance

2018 - 2021 (3 years)

Park Avenue Securities

2017 - 2018 (1 year)

Park Avenue Securities

2017 - 2018 (1 year)

Guardian Life Insurance Company

2017 - 2018 (1 year)

Park Avenue Securities

2017 - 2018 (1 year)

Guardian Life Insurance Company

2016 - 2017 (1 year)

Guardian

2016 - 2017 (1 year)

Park Ave Securities

2012 - 2016 (4 years)

Axa Advisors, LLC

Disclosures

Please visit the SEC profile of Danny Recht 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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