Parker
Freedman

Park Avenue Securities LLC

CRD#7303740
Investment Advisor
in Needham Heights, MA

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About this Advisor

Parker Freedman is a financial advisor based in Needham Heights, Massachusetts, working with Park Avenue Securities LLC. Parker has previously held positions at Ia Financial Advisors, City Of Worcester, Ivy Wall Consult, New Seabury On Cape Cod, Little Kids Inc, Clark University, Guardian Life Insurance, Park Avenue Securities, Bourne High School, Bourne Recreation Department, and Guardian Life Insurance Company. Parker has passed the Series 66 regulatory exam and is registered to provide services in Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, Pennsylvania, Rhode Island, Virginia, and West Virginia. Currently, Parker is part of Park Avenue Securities LLC, which operates out of Needham Heights, Massachusetts. The firm has 399 offices and 1,841 employees. The firm manages assets totaling $11.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Park Avenue Securities LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

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

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$11,881,593,369

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

1,841

MA Average: 88
Total Number of Accounts

62,811

MA Average: 3,892
Average Account Size

$189,164

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

Parker Freedman Work History

2024 - Present (0 year)

Guardian Life Insurance Company

2024 - Present (0 year)

Park Avenue Securities

2021 - Present (3 years)

Guardian Life Insurance

2021 - Present (3 years)

Park Avenue Securities

2017 - Present (7 years)

Clark University

2020 - 2021 (1 year)

Ia Financial Advisors

2019 - 2019 (< 1 year)

New Seabury On Cape Cod

2018 - 2018 (< 1 year)

City Of Worcester

2018 - 2018 (< 1 year)

Ivy Wall Consult

2015 - 2017 (2 years)

Little Kids Inc

2013 - 2017 (4 years)

Bourne High School

2013 - 2014 (1 year)

Bourne Recreation Department

Disclosures

Please visit the SEC profile of Parker Freedman 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

Jordan Ceraso
Port Chester, NY
Danniele Barker
Jackson, MS
Patrick Moore
Franklin, TN
Eric Rios
Belmar, NJ
Roy Rasera
Portland, OR
Daniel Andreotta
Charlotte, NC
Joseph Miller
Las Vegas, NV
Trevor Mcnally
Port Chester, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.

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