Douglas
Gribin

Park Avenue Securities LLC

CRD#801343
Investment Advisor
in Fort Myers, FL

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About this Advisor

Douglas Gribin is a chartered financial consultant operating in Fort Myers, Florida with a total of 22 years of industry experience. Gribin is on the advisory team at Park Avenue Securities LLC. Throughout their career, they have worked at Wda Financial Resources, Inc, William Douglas Associates, Guardian Life Insurance Company and Park Avenue Securities LLC. Gribin holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Florida and New Jersey. Park Avenue Securities LLC is a registered investment firm that has its headquarters in New York, NY. The firm has offices in 385 locations and a total of 1,825 financial advisors. It controls $10 billion in assets under management between its 57,359 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 132 charities and foundations. Of its 57,359 customer accounts, 19% are held by high-net-worth investors who have more than $1 million in assets available to invest. The firm performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services largely depend on the type of financial services provided. However, fees billed by Park Avenue Securities LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Years Registered*

22 years

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

14021 Metropolis Ave.
Fort Myers, FL 33912

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

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

1,825

FL Average: 88
Total Number of Accounts

57,359

FL Average: 3,892
Average Account Size

$172,819

FL 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

Douglas Gribin Work History

Douglas has been registered as a financial advisor for 22 years.*

1999 - Present (25 years)

Park Avenue Securities LLC

1987 - Present (37 years)

Guardian Life Insurance Company

1982 - Present (42 years)

Wda Financial Resources, Inc

1981 - Present (43 years)

William Douglas Associates

*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 Douglas Gribin 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

Richard Paine
Needham Heights, MA
Ashley Folkes
Birmingham, AL
Justin Holley
Bothell, WA
Anthony Letizia
New York, NY
Shane Davis
Allentown, PA
John Reeder
Needham Heights, MA
Benjamin Decker
Mount Pleasant, SC
David Walker
Brentwood, TN

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.

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