Gaye
Lowenstein

Park Avenue Securities LLC

CRD#2750770
Investment Advisor
in Beverly Hills, CA

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About this Advisor

Gaye Lowenstein is a financial advisor based in Beverly Hills, California, working with Park Avenue Securities LLC. Gaye has previously held positions at Nylife Securities LLC, New York Life Insurance Co, Self Employment, Robert Half, Eagle Strategies LLC, Mml Investors Services, LLC, Guardian Life Insurance Company, Park Avenue Securities, Massmutual Life Insurance Company, and Lenox Advisors, Inc. Gaye has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Gaye is part of Park Avenue Securities LLC, which operates out of Beverly Hills, 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 65, Series 63, CERTIFIED FINANCIAL PLANNER™

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

8383 Wilshire Boulevard Suite 1036
Beverly Hills, CA 90211

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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

Gaye Lowenstein Work History

2024 - Present (0 year)

Guardian Life Insurance Company

2024 - Present (0 year)

Guardian Life Insurance Company

2024 - Present (0 year)

Park Avenue Securities

2024 - Present (0 year)

Park Avenue Securities

2023 - Present (1 year)

Mml Investors Services, LLC

2023 - Present (1 year)

Massmutual Life Insurance Company

2023 - Present (1 year)

Lenox Advisors, Inc

2010 - Present (14 years)

Self Employment

2020 - 2023 (3 years)

Nylife Securities LLC

2020 - 2023 (3 years)

New York Life Insurance Co

2020 - 2023 (3 years)

Eagle Strategies LLC

2017 - 2020 (3 years)

Robert Half

Disclosures

Please visit the SEC profile of Gaye Lowenstein 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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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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