Paul
Fochler

Park Avenue Securities LLC

CRD#6201657
Investment Advisor
in Atlanta, GA

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About this Advisor

Paul Fochler is a financial advisor who works in Atlanta, Georgia, with a total of 8 years of relevant experience. Fochler is on the advisory team at Park Avenue Securities LLC. During their career, Fochler has held roles at Guardian Life Ins, Ansley Gc and Park Avenue Securities. Fochler maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Georgia. Park Avenue Securities LLC is a financial advisory company that has its headquarters in New York, NY. The firm has offices in 385 locations and a total of 1,825 employees. It oversees $10 billion in assets across its 57,359 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 132 charities and foundations. Of its 57,359 client accounts, 19% are held by high-net-worth clients who have at least $1 million in assets available to invest. Park Avenue Securities LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules depend on which services are provided. Fee types billed by Park Avenue Securities LLC may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

8 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

Paul Fochler Work History

Paul has been registered as a financial advisor for 8 years.*

2014 - Present (10 years)

Park Avenue Securities

2013 - Present (11 years)

Guardian Life Ins

2007 - 2013 (6 years)

Ansley Gc

*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 Paul Fochler 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

Steven Mense
Melville, NY
John Balzer
Topsfield, MA
Chelsea Gottschling
Claremont, CA
Tony Wong
Flushing, NY
Shane Davis
Allentown, PA
Benjamin Decker
Mount Pleasant, SC
Anthony Letizia
New York, 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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