John
Nastasi

Park Avenue Securities LLC

CRD#1246595
Investment Advisor
in Fort Myers, FL

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About this Advisor

John Nastasi is a chartered financial consultant operating in Fort Myers, Florida with a total of 18 years of relevant experience. Nastasi is currently employed by Park Avenue Securities LLC. During their career, the advisor has held roles at Guardian Life Insurance and Park Avenue Securities. Nastasi maintains a Series 63 license, designating them as a securities agent, and can serve investors in Florida. Park Avenue Securities LLC is an advisory company that has its headquarters in New York, NY. The company has offices in 385 locations and a total of 1,825 employees. It has $10 billion in total assets among its 57,359 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 132 charities and foundations. Of its 57,359 client accounts, 19% are held by high-net-worth investors who have at least $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. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fees billed by Park Avenue Securities LLC likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

18 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

John Nastasi Work History

John has been registered as a financial advisor for 18 years.*

2005 - Present (19 years)

Guardian Life Insurance

2005 - Present (19 years)

Park Avenue Securities

*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 John Nastasi 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

George Papanicolaou
Port Chester, NY
Robert Armstrong
Charlotte, NC
William Roerden
Warwick, NY
Anthony Letizia
New York, NY
Joseph Stiles
Cincinnati, OH
Andrew Matthieson
Alpharetta, GA
Benjamin Decker
Mount Pleasant, SC
Chelsea Gottschling
Claremont, CA

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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