Colin
Prestesater

Park Avenue Securities LLC

CRD#6620048
Investment Advisor
in Missoula, MT

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About this Advisor

Colin Prestesater is a financial advisor in Missoula, Montana. Currently a registered advisor at Park Avenue Securities LLC, they have accrued 13 years of professional experience as a financial advisor. Prestesater maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Prestesater can serve investors in Montana and Texas. Their career trajectory has included roles at Fulltime Student, Idaho State University, Mutual Of Omaha, D.A. Davidson & Co, Guardian Life Insurance Company, Park Avenue Securities and Fellowship Of Christian Athletes. Park Avenue Securities LLC is headquartered in Missoula, Montana, and has 86 other locations in the country. In total, Park Avenue Securities LLC oversees $6 billion in assets covering 31,460 accounts and employs more than 1,745 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the United States. The firm manages 27,011 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 17% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Park Avenue Securities LLC provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

13 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

Disclosures

No

Office Location

1014 South Ave. W. Suite A
Missoula, MT 59801

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$5,705,775,495

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

1,745

MT Average: 88
Total Number of Accounts

31,460

MT Average: 3,892
Average Account Size

$181,366

MT Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Colin Prestesater Work History

Colin has 13 years of experience.

2019 - Present (2 years)

Guardian Life Insurance Company

2019 - Present (2 years)

Park Avenue Securities

2018 - 2019 (1 year)

Fellowship Of Christian Athletes

2017 - 2018 (1 year)

D.A. Davidson & Co

2016 - 2016 (< 1 year)

Mutual Of Omaha

2012 - 2016 (4 years)

Idaho State University

2007 - 2012 (5 years)

Fulltime Student

Disclosures

Colin Prestesater has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Park Avenue Securities LLC

Robert Schlesinger
New York, NY
Patricia Kovacic
Pittsburgh, PA
Alan Borko
Melville, NY
Jeff Rainess
Belmar, NJ
John Ware
Raleigh, NC
David Bennett
Fort Myers, FL
Mitchell Coopersmith
New York, NY
Matthew Vahue
Rochester, NY

This content was compiled from the SEC and FINRA.

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