Richard
Belofsky
Park Avenue Securities LLC
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About this Advisor
Richard Belofsky is a certified financial planner and chartered financial consultant who works in Needham Heights, Massachusetts with 18 years of industry experience. Belofsky is an employee of Park Avenue Securities LLC. Throughout their career, they have worked at Park Avenue Securities, Guardian Life Insurance Company and The Bulfinch Group LLC. Belofsky maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Rhode Island, South Carolina, Texas and Vermont. Park Avenue Securities LLC is a financial advisory firm based 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 financial advisory firms in the United States by assets under management. The firm serves 132 charitable organizations. Of its 57,359 accounts, 19% are held by high-net-worth individuals who have more than $1 million in assets. Park Avenue Securities LLC offers 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 depend on the services. However, fee types billed by Park Avenue Securities LLC can consist of 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
Richard Belofsky Work History
Richard has been registered as a financial advisor for 18 years.*
Park Avenue Securities
Guardian Life Insurance Company
Park Avenue Securities
Guardian Life Insurance Company
The Bulfinch Group LLC
*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 Richard Belofsky 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
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Claremont, CA
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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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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.
