Nichole
Mayer

Park Avenue Securities LLC

CRD#6418619
Investment Advisor
in San Diego, CA

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About this Advisor

Nichole Mayer is a financial advisor working out of San Diego, California who has 8 years of industry experience. Mayer is currently employed by Park Avenue Securities LLC. During their career, the advisor has held roles at Oversea Insurance Agency, Park Avenue Securities, Guardian Life Insurance Company, Park Avenue Securities LLC and Guardian Life Insurance. Mayer maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Indiana, Maryland, Michigan, Minnesota, Missouri, Montana, New York, North Carolina, Oregon, South Carolina, Texas, Virginia, Washington and Wyoming. Park Avenue Securities LLC is a registered investment firm operating out of New York, NY. The company has offices in 385 locations and a total of 1,825 people on staff. It handles $10 billion in assets under management among its 57,359 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 client accounts, 19% are held by high-net-worth clients who have at least $1 million in investable assets. Park Avenue Securities LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fees vary depending on which services are provided. Fees charged by Park Avenue Securities LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

8 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

Nichole Mayer Work History

Nichole has been registered as a financial advisor for 8 years.*

2021 - Present (3 years)

Guardian Life Insurance Company

2021 - Present (3 years)

Park Avenue Securities

2017 - 2021 (4 years)

Guardian Life Insurance

2017 - 2021 (4 years)

Park Avenue Securities

2016 - 2017 (1 year)

Guardian Life Insurance Company

2016 - 2017 (1 year)

Park Avenue Securities LLC

2014 - 2017 (3 years)

Park Avenue Securities

2006 - 2014 (8 years)

Oversea Insurance Agency

*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 Nichole Mayer 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
Sonia Cantrell
Bethlehem, PA
Corwin Davidson
Liberty Hill, TX
Chelsea Gottschling
Claremont, CA
Benjamin Decker
Mount Pleasant, SC
Ezekiel Zimmerman
Paramus, NJ
Anthony Letizia
New York, NY
Derek Malis
Buffalo, 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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