Michael
Moore

Park Avenue Securities LLC

CRD#5457104
Investment Advisor
in Atlanta, GA

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About this Advisor

Michael Moore is a financial advisor working out of Atlanta, Georgia, with a total of 11 years of industry experience. Moore is an advisor for Park Avenue Securities LLC. During their career, the advisor has held roles at Guardian Life Insurance Company and Park Avenue Securities. Moore holds 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 Florida, Georgia, Ohio and South Carolina. Park Avenue Securities LLC is a registered investment business operating out of New York, NY. The company has offices in 385 locations and a total of 1,825 advisors. It oversees $10 billion in assets between its 57,359 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 132 charities and foundations. Of its 57,359 accounts, 19% are held by high-net-worth clients who have at least $1 million in investable assets. Park Avenue Securities LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules largely are based on which services the firm provides the client. However, fee types billed by Park Avenue Securities LLC likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

900 Ashwood Parkway Suite 400
Atlanta, GA 30338

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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

Michael Moore Work History

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

2007 - Present (17 years)

Guardian Life Insurance Company

2007 - Present (17 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 Michael Moore 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

Jeffrey Ward
Sandy Hook, CT
Emily Zeigler
Belmar, NJ
William Roerden
Warwick, NY
Steven Mense
Melville, NY
Spencer Wiese
Cincinnati, OH
Vlad Shafir
New York, NY
Derek Malis
Buffalo, NY
Corwin Davidson
Liberty Hill, TX

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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