Sangita
Rousseau

Park Avenue Securities LLC

CRD#3099310
Investment Advisor
in Needham Heights, MA

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About this Advisor

Sangita Rousseau is a financial advisor based out of Needham Heights, Massachusetts who has 14 years of industry experience. Rousseau works at Park Avenue Securities LLC. During their career, Rousseau has held roles at Park Avenue Securities, Guardian Life Insurance Company and Bullfinch Group. Rousseau maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona, Colorado, Florida, Georgia, Illinois, Maine, Massachusetts, New York, North Carolina, Rhode Island, South Carolina, Texas and Vermont. Park Avenue Securities LLC is a firm that has its headquarters in New York, NY. It has offices in 385 locations and a total of 1,825 people on staff. It controls $10 billion in assets between its 57,359 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 132 charities and foundations. Of its 57,359 client accounts, 19% belong to high-net-worth investors who have more than $1 million in assets available to invest. Park Avenue Securities LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules typically depend on which services the firm provides the client. However, fee types charged by Park Avenue Securities LLC can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 years

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

$9,912,742,257

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

1,825

MA Average: 88
Total Number of Accounts

57,359

MA Average: 3,892
Average Account Size

$172,819

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

Sangita Rousseau Work History

Sangita has been registered as a financial advisor for 14 years.*

2008 - Present (16 years)

Park Avenue Securities

2007 - Present (17 years)

Guardian Life Insurance Company

2007 - Present (17 years)

Bullfinch Group

*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 Sangita Rousseau 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

Andrew Guyton
Portsmouth, NH
Ezekiel Zimmerman
Paramus, NJ
William Roerden
Warwick, NY
George Papanicolaou
Port Chester, NY
Joseph Stiles
Cincinnati, OH
Andrew Matthieson
Alpharetta, GA
Corwin Davidson
Liberty Hill, TX
Chelsea Gottschling
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.

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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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