Michael
Palios

Park Avenue Securities LLC

CRD#5831409
Investment Advisor
in Tampa, FL

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About this Advisor

Michael Palios is a financial advisor who works out of Tampa, Florida, with 11 years of industry experience. Palios is on the advisory team at Park Avenue Securities LLC. The advisor has gained experience at Guardian Life Insurance Co Of America and Park Avenue Securities LLC. Palios holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Colorado, Florida, Illinois, Iowa, Kentucky, Maine, Massachusetts, Michigan, Minnesota, North Carolina, South Carolina, Texas and Virginia. Park Avenue Securities LLC is a financial advisory firm based in New York, NY. It has offices in 385 locations and a total of 1,825 employees. It controls $10 billion in total assets across its 57,359 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 132 charitable organizations. Of its 57,359 customer accounts, 19% are associated with high-net-worth investors 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. Financial management fee schedules typically depend on which service is provided. However, fees charged by Park Avenue Securities LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

11 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

4200 W Cypress Street Suite 700
Tampa, FL 33607

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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

Michael Palios Work History

Michael has been registered as a financial advisor for 11 years.*

2010 - Present (14 years)

Guardian Life Insurance Co Of America

2010 - Present (14 years)

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 Michael Palios 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

Chelsea Gottschling
Claremont, CA
Sonia Cantrell
Bethlehem, PA
Corwin Davidson
Liberty Hill, TX
Anthony Letizia
New York, NY
Shane Davis
Allentown, PA
Andrew Guyton
Portsmouth, NH
Benjamin Decker
Mount Pleasant, SC
Derek Malis
Buffalo, NY

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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