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 operating in San Diego, California, who has 7 years of industry experience. Recht works at Park Avenue Securities LLC. The advisor has gained experience at Axa Advisors, LLC, Guardian, Park Ave Securities, Guardian Life Insurance Company, Park Avenue Securities and Guardian Life Insurance. Recht maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, Colorado, Connecticut, Florida, Illinois, Massachusetts, Nevada, New Jersey, New York, Pennsylvania and Texas. Park Avenue Securities LLC is a registered investment firm that has its headquarters in New York, NY. It has offices in 385 locations and a total of 1,825 financial advisors. It manages $10 billion in assets among its 57,359 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 132 charitable organizations. Of its 57,359 client accounts, 19% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees typically are based on which services are offered. Fee types charged by Park Avenue Securities LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

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

$9,912,742,257

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

1,825

CA Average: 88
Total Number of Accounts

57,359

CA Average: 3,892
Average Account Size

$172,819

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

Danny has been registered as a financial advisor for 7 years.*

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)

Guardian Life Insurance Company

2017 - 2018 (1 year)

Park Avenue Securities

2017 - 2018 (1 year)

Guardian Life Insurance Company

2017 - 2018 (1 year)

Park Avenue Securities

2016 - 2017 (1 year)

Guardian

2016 - 2017 (1 year)

Park Ave Securities

2012 - 2016 (4 years)

Axa Advisors, LLC

*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 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

Andrew Guyton
Portsmouth, NH
John Reeder
Needham Heights, MA
George Papanicolaou
Port Chester, NY
Derek Malis
Buffalo, NY
Corwin Davidson
Liberty Hill, TX
Richard Paine
Needham Heights, MA
Chelsea Gottschling
Claremont, CA
William Roerden
Warwick, 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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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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