Donald
Gottfried

Park Avenue Securities LLC

CRD#5355884
Investment Advisor
in Needham Heights, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Donald Gottfried is a certified financial planner working in Needham Heights, Massachusetts, with a total of 15 years of industry experience. Gottfried works at Park Avenue Securities LLC. Gottfried has gained experience at Park Avenue Securities LLC, Guardian Life Insurance Co Of America, Guardian Life Insurance Company, Park Avenue Securities and Guardian Life Insurance. Gottfried holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Massachusetts, New Hampshire, New York, North Carolina, Rhode Island, Utah and Virginia. Park Avenue Securities LLC is a registered investment company operating out of New York, NY. The firm has offices in 385 locations and a total of 1,825 people on staff. It manages $10 billion in assets between its 57,359 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 132 charitable organizations. Of its 57,359 customer accounts, 19% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advice usually vary depending on which services the firm provides the client. Fee types billed by Park Avenue Securities LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

15 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

160 Gould Street Suite 310
Needham Heights, MA 02494

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

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

1,825

MA Average: 88
Total Number of Accounts

57,359

MA Average: 3,892
Average Account Size

$172,819

MA 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

Donald Gottfried Work History

Donald has been registered as a financial advisor for 15 years.*

2021 - Present (3 years)

Guardian Life Insurance Company

2021 - Present (3 years)

Park Avenue Securities

2020 - 2020 (< 1 year)

Guardian Life Insurance

2020 - 2020 (< 1 year)

Park Avenue Securities

2020 - 2021 (1 year)

Guardian Life Insurance Company

2020 - 2021 (1 year)

Park Avenue Securities

2019 - 2019 (< 1 year)

Guardian Life Insurance Company

2019 - 2019 (< 1 year)

Park Avenue Securities

2013 - 2020 (7 years)

Park Avenue Securities LLC

2013 - 2020 (7 years)

Guardian Life Insurance Co Of America

*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 Donald Gottfried 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

William Roerden
Warwick, NY
Sonia Cantrell
Bethlehem, PA
Chelsea Gottschling
Claremont, CA
Shane Davis
Allentown, PA
George Papanicolaou
Port Chester, NY
Andrew Guyton
Portsmouth, NH
Anthony Letizia
New York, NY
Benjamin Decker
Mount Pleasant, SC

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started