Stephen
Koh
Park Avenue Securities LLC
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About this Advisor
Stephen Koh is a financial advisor working out of San Diego, California who has 1 year of industry experience. Koh currently works for Park Avenue Securities LLC. During their career, Koh has held roles at Guggenheim Securities, LLC, Mml Investors Services, Mass Mutual Life Insurance Company, Park Avenue Securities and Guardian Life Insurance. Koh holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to advise clients in Arizona, California, Florida, Illinois, Maryland, New Jersey, New York, North Carolina, South Carolina, Texas and Virginia. Park Avenue Securities LLC is a registered investment firm operating out of New York, NY. It has offices in 385 locations and a total of 1,825 people on staff. It administers $10 billion in assets among its 57,359 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 132 charitable organizations. Of its 57,359 client accounts, 19% are associated with high-net-worth clients who have more than $1 million in investable assets. Park Avenue Securities LLC has 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 fees typically vary depending on which services are offered. Fee types billed by Park Avenue Securities LLC can include 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
Stephen Koh Work History
Stephen has been registered as a financial advisor for 1 years.*
Park Avenue Securities
Guardian Life Insurance
Mml Investors Services
Mass Mutual Life Insurance Company
Guggenheim Securities, LLC
*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 Stephen Koh 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
Portsmouth, NH
Paramus, NJ
Port Chester, NY
New York, NY
Allentown, PA
Alpharetta, GA
Liberty Hill, TX
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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