Alan
Nathan
Park Avenue Securities LLC
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About this Advisor
Alan Nathan is a financial advisor based in New Haven, Connecticut, who has been in the industry for 10 years. Nathan currently works for Park Avenue Securities LLC. Their career trajectory has included roles at Alan J. Nathan Cpa, LLC, Ameriprise Financial Services, Inc, Park Avenue Securities, Guardian Life Insurance Co Of America, Park Avenue Securities, LLC and Guardian Life Insurance Company. Nathan holds Series 63, Series 63, Series 65 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Connecticut and Florida. Park Avenue Securities LLC is a registered investment firm that has its headquarters in New Haven, Connecticut. The company has offices in 86 locations and a total of 1,811 financial advisors. It controls $11 billion in total assets among its 54,606 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 101 charitable organizations. Of its 54,606 accounts, 19% belong to high-net-worth clients who have more than $1 million in assets available to invest. Park Avenue Securities LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management usually are based on which services the firm provides the client. Fee types charged by Park Avenue Securities LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Park Avenue Securities LLC Brokerage Details
$10,625,337,610
1,811
54,606
$194,582
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Alan Nathan Work History
Alan has 10 years of experience.
Park Avenue Securities
Guardian Life Insurance Company
Alan J. Nathan Cpa, LLC
Guardian Life Insurance Co Of America
Park Avenue Securities, LLC
Ameriprise Financial Services, Inc
Disclosures
Alan Nathan has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Park Avenue Securities LLC
New Haven, CT
Irvine, CA
Jacksonville, FL
Paramus, NJ
Pittsburgh, PA
Memphis, TN
Atlanta, GA
San Diego, CA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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