Michaela
Casey
Park Avenue Securities LLC
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About this Advisor
Michaela Casey is a financial advisor working out of Farmington, Connecticut with a total of 1 year of relevant experience. Casey is currently employed by Park Avenue Securities LLC. Over the course of their career, they have held roles at Certified Financial Services, Trinity College, The Paper Store, Saint Patricks Church, Allstate, Guardian Life Insurance Company and Park Avenue Securities. Casey maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Arkansas, California, Connecticut, Maryland, New York and Wisconsin. Park Avenue Securities LLC is a company that has its headquarters in New York, NY. The firm has offices in 385 locations and a total of 1,825 advisors. It oversees $10 billion in assets under management between its 57,359 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 132 charities and foundations. Of its 57,359 client accounts, 19% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees largely depend on the type of financial services offered. However, fees charged by Park Avenue Securities LLC can be comprised of any combination 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
Michaela Casey Work History
Michaela has been registered as a financial advisor for 1 years.*
Guardian Life Insurance Company
Park Avenue Securities
Certified Financial Services
Trinity College
The Paper Store
Allstate
Saint Patricks Church
*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 Michaela Casey 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
Roslyn, NY
Paramus, NJ
Columbus, OH
Allentown, PA
Brentwood, TN
Cincinnati, OH
Liberty Hill, TX
Paramus, NJ
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
