Brett
Mudd
Park Avenue Securities LLC
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About this Advisor
Brett Mudd is a financial advisor who works in Saint Louis, Missouri. Mudd is an advisor for Park Avenue Securities LLC. The advisor has gained experience at Wells Fargo Advisors, Boval, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Mml Investors Services LLC, Mass Mutual Life Insurance Company, Cutter & Company, Inc, Wiethop Greenhouses, Westaff - Mark Andy Inc, Lpl Financial LLC, Mckelvey Properties, Gundaker Commercial Group, Sotheby'S International Realty, Park Avenue Securities and Guardian Life Insurance Co. Mudd has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Missouri. Park Avenue Securities LLC is a company operating 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 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 132 charitable organizations. Of its 57,359 accounts, 19% belong to high-net-worth clients who have greater than $1 million in assets. The firm has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules typically depend on the type of financial services. However, fees charged by Park Avenue Securities LLC can include 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
Brett Mudd Work History
Brett has been registered as a financial advisor for 0 years.*
Park Avenue Securities
Guardian Life Insurance Co
Mckelvey Properties
Gundaker Commercial Group
Sotheby'S International Realty
Wiethop Greenhouses
Westaff - Mark Andy Inc
Lpl Financial LLC
Mml Investors Services LLC
Mass Mutual Life Insurance Company
Cutter & Company, Inc
Wells Fargo Advisors
Merrill Lynch, Pierce, Fenner & Smith Inc
Boval, Inc
*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 Brett Mudd 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
Port Chester, NY
Portsmouth, NH
Warwick, NY
New York, NY
Mount Pleasant, SC
Allentown, PA
Cincinnati, OH
Liberty Hill, TX
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.
