Stephen
Kelly
Park Avenue Securities LLC
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About this Advisor
Stephen Kelly is a financial advisor based in San Diego, California, working with Park Avenue Securities LLC. Stephen has previously held positions at Porto Vista Hotel, Four Points San Diego Downtown, Axa Advisors, LLC, Guardian, Park Ave Securities, Guardian Life Insurance, Park Avenue Securities, and Guardian Life Insurance Company. Stephen has passed the Series 66 regulatory exam and is registered to provide services in Arizona, California, Nevada, Oregon, Texas, Washington, and Wisconsin. Currently, Stephen is part of Park Avenue Securities LLC, which operates out of San Diego, California. The firm has 399 offices and 1,841 employees. The firm manages assets totaling $11.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Park Avenue Securities LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$11,881,593,369
1,841
62,811
$189,164
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Stephen Kelly Work History
Guardian Life Insurance Company
Guardian Life Insurance Company
Guardian Life Insurance Company
Park Avenue Securities
Guardian Life Insurance
Park Avenue Securities
Guardian
Park Ave Securities
Porto Vista Hotel
Axa Advisors, LLC
Four Points San Diego Downtown
Disclosures
Please visit the SEC profile of Stephen Kelly 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
Charlotte, NC
Franklin, TN
Las Vegas, NV
Austin, TX
Houston, TX
Garden City, NY
West Palm Beach, FL
Irvine, CA
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