Samuel
Davis

Park Avenue Securities LLC

CRD#1046498
Investment Advisor
in Atlanta, GA
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About this Advisor

Samuel Davis is an advisor in Atlanta, Georgia. Currently a registered investment advisor with Park Avenue Securities LLC, they have accrued an impressive 37 years of work experience in the financial advisory industry. Davis maintains a Series 63 license, certifying them as a securities broker. Davis is able to advise customers based out of Alabama, South Carolina and Georgia. Over the course of their career, Davis has held roles at Park Avenue Securities LLC and Guardian Life Insurance Company. Park Avenue Securities LLC is located in Atlanta, Georgia, and operates out of 86 additional offices across the nation. As a company, Park Avenue Securities LLC oversees $3 billion in assets throughout 18,575 accounts and employs more than 1,708 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. The firm manages 15,111 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 24% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Park Avenue Securities LLC provides financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

37 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

Disclosures

No

Office Location

2496 Jett Ferry Rd Suite 209
Atlanta, GA 30338

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$4,022,487,394

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

1,777

GA Average: 88
Total Number of Accounts

25,160

GA Average: 3,892
Average Account Size

$159,876

GA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Samuel Davis Work History

Samuel has 37 years of experience.

1999 - Present (20 years)

Park Avenue Securities LLC

1981 - Present (38 years)

Guardian Life Insurance Company

Disclosures

Samuel Davis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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