Louis
Olerio
Park Avenue Securities LLC
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About this Advisor
Louis Olerio is a financial advisor working out of Middleton, Massachusetts with a total of 8 years of industry experience. Olerio is currently employed by Park Avenue Securities LLC. Their career trajectory has included roles at Metropolitan Life Insurance Company, Metlife Securities Inc, Guardian Life Insurance Co, Park Avenue Securities LLC, Guardian Life Insurance Company and Park Avenue Securities. Olerio maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and can operate in New Hampshire. Park Avenue Securities LLC is an advisory business operating out of New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 employees. It oversees $10 billion in assets under management across its 57,359 accounts, making it one of the largest firms in the United States by assets under management. The firm advises 132 charitable organizations. Of its 57,359 customer accounts, 19% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company provides 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 the services offered. Fee types billed by Park Avenue Securities LLC may include some combination 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
Louis Olerio Work History
Louis has been registered as a financial advisor for 8 years.*
Guardian Life Insurance Company
Park Avenue Securities
Guardian Life Insurance Co
Park Avenue Securities LLC
Guardian Life Insurance Co
Park Avenue Securities LLC
Metropolitan Life Insurance Company
Metlife Securities 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 Louis Olerio 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
Warwick, NY
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Claremont, CA
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Flushing, NY
Melville, NY
New York, NY
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.
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