Ben
Sartin
Park Avenue Securities LLC
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About this Advisor
Ben Sartin is a financial advisor operating in Fort Collins, Colorado with a total of 11 years of industry experience. Sartin is an employee of Park Avenue Securities LLC. During their career, Sartin has held roles at Guardian Life Insurance Co Of America and Park Avenue Securities LLC. Sartin holds Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to serve investors in Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Kansas, Kentucky, Minnesota, Missouri, Nebraska, New Mexico, North Carolina, Oklahoma, Pennsylvania, South Carolina, Texas, Virginia and Wyoming. Park Avenue Securities LLC is a company that has its headquarters in New York, NY. It has offices in 385 locations and a total of 1,825 advisors. It administers $10 billion in assets across its 57,359 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 132 charitable organizations. Of its 57,359 accounts, 19% are associated with high-net-worth clients who have greater than $1 million in investable assets. The advisory firm performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules typically depend on which services the firm provides the client. However, fee types billed by Park Avenue Securities LLC may include 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
Ben Sartin Work History
Ben has been registered as a financial advisor for 11 years.*
Guardian Life Insurance Co Of America
Park Avenue Securities LLC
*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 Ben Sartin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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