James
Glassman
Park Avenue Securities LLC
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About this Advisor
James Glassman is a financial advisor working in San Diego, California who has 8 years of relevant experience. Glassman is an employee of Park Avenue Securities LLC. Over the course of their career, Glassman has held roles at Guardian Life Ins, Park Avenue Securities, Glassman Media, Guardian Life Insurance, Guardian Life Insurance Company and Park Avenue Securities LLC. Glassman maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California, Michigan, Nevada and North Carolina. Park Avenue Securities LLC is a financial advisory company that has its headquarters in New York, NY. The company has offices in 385 locations and a total of 1,825 people on staff. It controls $10 billion in assets between its 57,359 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 132 charitable organizations. Of its 57,359 customer accounts, 19% are associated with high-net-worth clients who have at least $1 million in 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. Fees for financial management are based on which services the firm provides the client. However, fee types billed by Park Avenue Securities LLC likely consist of some combination 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
James Glassman Work History
James has been registered as a financial advisor for 8 years.*
Guardian Life Insurance Company
Park Avenue Securities
Guardian Life Insurance Company
Park Avenue Securities
Park Avenue Securities
Park Avenue Securities
Guardian Life Insurance
Park Avenue Securities
Guardian Life Insurance Company
Guardian Life Insurance Company
Park Avenue Securities LLC
Guardian Life Ins
Glassman Media
*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 James Glassman 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
Roslyn, NY
Bothell, WA
Columbus, OH
Allentown, PA
Buffalo, NY
Cincinnati, OH
Mount Pleasant, SC
Liberty Hill, TX
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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