Marshall
Dodge
Park Avenue Securities LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Marshall Dodge is a financial advisor operating out of Needham Heights, Massachusetts who has 4 years of industry experience. Dodge currently works for Park Avenue Securities LLC. Throughout their career, Dodge has worked at John Hancock Distributors LLC, John Hancock, Park Avenue Securities LLC and Guardian Life Insurance Co Of America. Dodge has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in California, Colorado, Connecticut, Maryland, Massachusetts, New Hampshire, New York, North Carolina, Pennsylvania, Rhode Island, Texas, Vermont and Virginia. Park Avenue Securities LLC is a firm based out of New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 financial advisors. It administers $10 billion in assets across its 57,359 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 132 charitable organizations. Of its 57,359 accounts, 19% belong to high-net-worth investors who have more than $1 million in investable assets. The firm has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules typically are based on the services provided. However, fees billed by Park Avenue Securities LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$9,912,742,257
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,825
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
57,359
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$172,819
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Marshall Dodge Work History
Marshall has been registered as a financial advisor for 4 years.*
Park Avenue Securities LLC
Guardian Life Insurance Co Of America
John Hancock Distributors LLC
John Hancock
*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 Marshall Dodge 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
Alpharetta, GA
Paramus, NJ
Port Chester, NY
Portsmouth, NH
Mount Pleasant, SC
Cincinnati, OH
Buffalo, NY
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.
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.
![SmartAsset logo](https://d31s10tn3clc14.cloudfront.net/imgs/smartasset_transparent_250.png)