Alexander
Witt

Park Avenue Securities LLC

CRD#6668075
Investment Advisor
in Morrison, CO

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About this Advisor

Alexander Witt is a financial advisor based in Morrison, Colorado, working with Park Avenue Securities LLC. Alexander has previously held positions at RBC Capital Markets, LLC, Hartzell Propeller, EBW Capital, The Ohio State University, Fisher College of Business, Evercore Group LLC, Capital Group, Park Avenue Securities LLC, and Guardian Life Insurance Company. Alexander has passed the Series 63 regulatory exam and is registered to provide services in Arkansas, California, Colorado, Florida, Illinois, Kentucky, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia. Currently, Alexander is part of Park Avenue Securities LLC, which operates out of Morrison, Colorado. 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

Series 63, Chartered Financial Analyst

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

Morrison, CO

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$11,881,593,369

CO Average: $7,464,549,021
Total Number of Employees

1,841

CO Average: 88
Total Number of Accounts

62,811

CO Average: 3,892
Average Account Size

$189,164

CO 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

Alexander Witt Work History

2023 - Present (1 year)

Guardian Life Insurance Company

2023 - Present (1 year)

Park Avenue Securities LLC

2022 - 2023 (1 year)

Guardian Life Insurance Company

2022 - 2023 (1 year)

Park Avenue Securities LLC

2021 - 2022 (1 year)

Park Avenue Securities LLC

2021 - 2022 (1 year)

Guardian Life Insurance Company

2020 - 2021 (1 year)

Capital Group

2019 - 2020 (1 year)

Evercore Group LLC

2017 - 2019 (2 years)

Rbc Capital Markets, LLC

2016 - 2016 (< 1 year)

Rbc Capital Markets, LLC

2016 - 2017 (1 year)

Fisher College Of Business

2015 - 2015 (< 1 year)

Ebw Capital

2014 - 2014 (< 1 year)

Hartzell Propeller

2013 - 2016 (3 years)

The Ohio State University

Disclosures

Please visit the SEC profile of Alexander Witt 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

Daniel Andreotta
Charlotte, NC
Trevor Mcnally
Port Chester, NY
Joseph Miller
Las Vegas, NV
Anthony Ryan
Austin, TX
Matthew Nerz
Houston, TX
Marc Merber
Garden City, NY
Jessica Jade Valentini
West Palm Beach, FL
Louis Richards
Irvine, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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