Heather
Bennett

Park Avenue Securities LLC

CRD#6248954
Investment Advisor
in San Diego, CA
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About this Advisor

Heather Bennett is a certified financial planner who is based out of San Diego, California. Currently a registered investment advisor with Park Avenue Securities LLC, Bennett has 10 years of professional experience in the financial advisory industry. Bennett has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Bennett is registered to work with clients based out of California and Hawaii. The advisor has gained experience at Duryea & Assoc Cpas, Guardian Life Insurance and Park Avenue Securities. Park Avenue Securities LLC is headquartered in San Diego, California, and has 86 other offices throughout the United States. In aggregate, Park Avenue Securities LLC manages $3 billion in assets throughout 18,575 client accounts and retains more than 1,708 people. The amount of assets the firm manages places it among the largest firms in the country. The firm manages 15,111 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 24% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Park Avenue Securities LLC offers financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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

Disclosures

No

Office Location

9605 Scranton Road Suite 625
San Diego, CA 92121

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$4,022,487,394

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

1,777

CA Average: 88
Total Number of Accounts

25,160

CA Average: 3,892
Average Account Size

$159,876

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Heather Bennett Work History

Heather has 10 years of experience.

2016 - Present (3 years)

Park Avenue Securities

2016 - Present (3 years)

Guardian Life Insurance

2013 - 2016 (3 years)

Guardian Life Insurance

2013 - 2016 (3 years)

Park Avenue Securities

2008 - 2012 (4 years)

Duryea & Assoc Cpas

Disclosures

Heather Bennett has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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