Alfred
Robertson
Park Avenue Securities LLC
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About this Advisor
Alfred Robertson is a chartered financial consultant operating out of Atlanta, Georgia with a total of 17 years of relevant experience. Robertson works at Park Avenue Securities LLC. Throughout their career, Robertson has worked at Davis Agency, The Guardian Life Insurance Company, Park Avenue Securities LLC, Peachtree Planning Advisors, Inc, Peachtree Planning Corporation, Guardian Life Insurance and Park Avenue Securities. Robertson has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia and North Carolina. Park Avenue Securities LLC is a financial advisory business that has its headquarters in New York, NY. It has offices in 385 locations and a total of 1,825 advisors. It administers $10 billion in total assets among its 57,359 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 132 charitable organizations. Of its 57,359 client accounts, 19% are held by high-net-worth investors who have more than $1 million in assets. Park Avenue Securities LLC provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fees largely are based on which service is provided. Fees billed by Park Avenue Securities LLC likely consist 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
Alfred Robertson Work History
Alfred has been registered as a financial advisor for 17 years.*
Guardian Life Insurance
Park Avenue Securities
Peachtree Planning Advisors, Inc
Peachtree Planning Corporation
Davis Agency
Park Avenue Securities LLC
The Guardian Life Insurance Company
*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 Alfred Robertson 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
Warwick, NY
Portsmouth, NH
Buffalo, NY
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Port Chester, NY
Allentown, PA
New York, NY
Cincinnati, OH
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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