Patrick
Thebus
Park Avenue Securities LLC
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About this Advisor
Patrick Thebus is a financial advisor based out of San Diego, California who has 10 years of industry experience. Thebus works at Park Avenue Securities LLC. Throughout their career, Thebus has worked at Bga Insurance Services, Guardian Life Insurance Company Of America, Park Avenue Securities, Guardian Life Insurance and Guardian Life Insurance Company. Thebus holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California. Park Avenue Securities LLC is a financial advisory firm that has its headquarters in New York, NY. It has offices in 385 locations and a total of 1,825 employees. It handles $10 billion in assets across its 57,359 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 132 charities and foundations. Of its 57,359 accounts, 19% belong to high-net-worth investors who have more than $1 million in assets. Park Avenue Securities LLC 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 the services offered. Fees charged by Park Avenue Securities LLC can consist of some blend 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
Patrick Thebus Work History
Patrick has been registered as a financial advisor for 10 years.*
Guardian Life Insurance Company
Park Avenue Securities
Bga Insurance Services
Guardian Life Insurance
Park Avenue Securities
Guardian Life Insurance Company Of America
Park Avenue Securities
*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 Patrick Thebus 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
Portsmouth, NH
Columbus, OH
Warwick, NY
Port Chester, NY
Paramus, NJ
Cincinnati, OH
Allentown, PA
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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