Katherine
Almerico
Park Avenue Securities LLC
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About this Advisor
Katherine Almerico is a chartered financial consultant working out of Metairie, Louisiana who has 21 years of relevant experience. Almerico works at Park Avenue Securities LLC. Over the course of their career, Almerico has held roles at The Producers Group, Inc, Guardian Life Insurance Co Of America and Park Avenue Securities LLC. Almerico has a Series 63 license, qualifying them as a securities agent, and is able to operate in Georgia, Louisiana and Texas. Park Avenue Securities LLC is a firm that has its headquarters in New York, NY. The firm has offices in 385 locations and a total of 1,825 people on staff. It controls $10 billion in total assets across its 57,359 client accounts, placing it among the largest financial advisory 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 at least $1 million in investable assets. The company performs a number 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 usually are based on which service is offered. However, fee types charged by Park Avenue Securities LLC most likely consist of 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
Katherine Almerico Work History
Katherine has been registered as a financial advisor for 21 years.*
Guardian Life Insurance Co Of America
Park Avenue Securities LLC
The Producers Group, Inc
*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 Katherine Almerico 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
Paramus, NJ
Columbus, OH
Alpharetta, GA
New York, NY
Buffalo, NY
Claremont, CA
Cincinnati, OH
Warwick, NY
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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