Garrett
Smith

Park Avenue Securities LLC

CRD#1845530
Investment Advisor
in Atlanta, GA

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About this Advisor

Garrett Smith is a financial advisor who works out of Atlanta, Georgia with 15 years of relevant experience. Smith is an advisor for Park Avenue Securities LLC. During their career, Smith has held roles at Park Avenue Securities and Guardian Life Insurance Company Of America. Smith maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia. Park Avenue Securities LLC is a registered investment business headquartered in New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 advisors. It controls $10 billion in assets under management among its 57,359 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 132 charities and foundations. Of its 57,359 accounts, 19% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which service is provided. However, fees billed by Park Avenue Securities LLC can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

15 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

5040 Roswell Road
Atlanta, GA 30342

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

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

1,825

GA Average: 88
Total Number of Accounts

57,359

GA Average: 3,892
Average Account Size

$172,819

GA 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

Garrett Smith Work History

Garrett has been registered as a financial advisor for 15 years.*

2007 - Present (17 years)

Park Avenue Securities

2007 - Present (17 years)

Guardian Life Insurance Company Of America

*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 Garrett Smith 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

Ezekiel Zimmerman
Paramus, NJ
Bartosz Warzycha
Columbus, OH
William Roerden
Warwick, NY
Andrew Matthieson
Alpharetta, GA
Sonia Cantrell
Bethlehem, PA
Derek Malis
Buffalo, NY
Corwin Davidson
Liberty Hill, TX
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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