Michael
Capobianco

Park Avenue Securities LLC

CRD#4756282
Investment Advisor
in Columbus, OH

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About this Advisor

Michael Capobianco is a financial advisor who works out of Columbus, Ohio who has 1 year of relevant experience. Capobianco is on the advisory team at Park Avenue Securities LLC. Over the course of their career, Capobianco has held roles at Axa Advisors, Tdameritrade Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Santander Bank, Na, Santander Securities, LLC, Prudential Insurance Company Of America, Pruco Securities, LLC, Kestra Advisory Services, LLC Or Kestra Private Wealth Services, Park Avenue Securities LLC, Guardian Life Insurance Company and Kestra Investment Services, LLC. Capobianco has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to work in Iowa, New York and Ohio. Park Avenue Securities LLC is a financial advisory company headquartered in New York, NY. The company has offices in 385 locations and a total of 1,825 advisors. It administers $10 billion in assets among its 57,359 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 132 charitable organizations. Of its 57,359 accounts, 19% are held by high-net-worth investors who have greater than $1 million in investable assets. Park Avenue Securities LLC offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which services are offered. Fee types billed by Park Avenue Securities LLC can be comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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

8425 Pulsar Place Suite 401
Columbus, OH 43240

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

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

1,825

OH Average: 88
Total Number of Accounts

57,359

OH Average: 3,892
Average Account Size

$172,819

OH 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

Michael Capobianco Work History

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Park Avenue Securities LLC

2022 - Present (2 years)

Guardian Life Insurance Company

2022 - 2022 (< 1 year)

Kestra Advisory Services, LLC Or Kestra Private Wealth Services

2022 - 2022 (< 1 year)

Kestra Investment Services, LLC

2020 - 2022 (2 years)

Prudential Insurance Company Of America

2020 - 2022 (2 years)

Pruco Securities, LLC

2018 - 2020 (2 years)

Santander Bank, Na

2018 - 2020 (2 years)

Santander Securities, LLC

2014 - 2018 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2018 (4 years)

Bank Of America, N.A

2013 - 2014 (1 year)

Tdameritrade Inc

2009 - 2013 (4 years)

Axa Advisors

*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 Michael Capobianco 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

Corwin Davidson
Liberty Hill, TX
William Roerden
Warwick, NY
Derek Malis
Buffalo, NY
Anthony Letizia
New York, NY
Shane Davis
Allentown, PA
Chelsea Gottschling
Claremont, CA
Benjamin Decker
Mount Pleasant, SC
Joseph Stiles
Cincinnati, OH

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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