Stephen
Kelly
Park Avenue Securities LLC
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About this Advisor
Stephen Kelly is a financial advisor who works out of San Diego, California with a total of 7 years of industry experience. Kelly is an advisor for Park Avenue Securities LLC. During their career, the advisor has held roles at Porto Vista Hotel, Four Points San Diego Downtown, Westin San Diego, Axa Advisors, LLC, Guardian, Park Ave Securities, Guardian Life Insurance, Park Avenue Securities and Guardian Life Insurance Company. Kelly holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in California, Nevada, Oregon, Texas, Washington and Wisconsin. Park Avenue Securities LLC is a financial advisory business headquartered in New York, NY. The company has offices in 385 locations and a total of 1,825 employees. It oversees $10 billion in assets under management among its 57,359 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 132 charities and foundations. Of its 57,359 client accounts, 19% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Park Avenue Securities LLC offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on the type of financial services offered. However, fee types charged by Park Avenue Securities LLC may include any 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
Stephen Kelly Work History
Stephen has been registered as a financial advisor for 7 years.*
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
Westin San Diego
*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 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
Topsfield, MA
Port Chester, NY
Portsmouth, NH
Paramus, NJ
Buffalo, NY
Jacksonville, FL
Mount Pleasant, SC
Warwick, 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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