Michael
Olivia

Park Avenue Securities LLC

CRD#3179354
Investment Advisor
in San Diego, CA

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About this Advisor

Michael Olivia is a certified financial planner who works out of San Diego, California who has 15 years of relevant experience. Olivia is an employee of Park Avenue Securities LLC. The advisor has gained experience at Guardian Life Insurance Co Of America, Park Avenue Securities LLC, Park Avenue Securities and Guardian Life Insurance Company. Olivia maintains Series 63 and Series 66 licenses, designating them as a securities broker, and can advise clients in Alabama, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Vermont, Virginia, Washington, West Virginia and Wyoming. Park Avenue Securities LLC is a registered investment firm based in New York, NY. The firm has offices in 385 locations and a total of 1,825 financial advisors. It controls $10 billion in total assets between its 57,359 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 132 charities and foundations. Of its 57,359 accounts, 19% are associated with high-net-worth clients who have more than $1 million in investable assets. The company performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees typically vary depending on which services are offered. However, fee types charged by Park Avenue Securities LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

15 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

Michael Olivia Work History

Michael has been registered as a financial advisor for 15 years.*

2021 - Present (3 years)

Park Avenue Securities

2021 - Present (3 years)

Guardian Life Insurance Company

2017 - 2021 (4 years)

Guardian Life Insurance Company

2017 - 2021 (4 years)

Park Avenue Securities

2015 - 2020 (5 years)

Guardian Life Insurance Co Of America

2015 - 2020 (5 years)

Park Avenue Securities LLC

2014 - 2017 (3 years)

Guardian Life Insurance Co Of America

2014 - 2017 (3 years)

Park Avenue Securities LLC

2011 - 2014 (3 years)

Guardian Life Insurance Co Of America

2011 - 2014 (3 years)

Park Avenue Securities 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 Michael Olivia 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

William Roerden
Warwick, NY
John Kelley
Englewood, CO
Corwin Davidson
Liberty Hill, TX
Chelsea Gottschling
Claremont, CA
George Papanicolaou
Port Chester, NY
Ezekiel Zimmerman
Paramus, NJ
Shane Davis
Allentown, PA
Joseph Stiles
Cincinnati, OH

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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