Colin
Prestesater

Park Avenue Securities LLC

CRD#6620048
Investment Advisor
in Spokane, WA

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About this Advisor

Colin Prestesater is a financial advisor operating in Spokane, Washington with 4 years of relevant experience. Prestesater is an advisor for Park Avenue Securities LLC. Their career trajectory has included roles at Idaho State University, Mutual Of Omaha, D.A. Davidson & Co, Guardian Life Insurance Company, Park Avenue Securities and Fellowship Of Christian Athletes. Prestesater holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in California, Colorado, Idaho, Kansas, Montana, Texas and Washington. Park Avenue Securities LLC is an advisory company that has its headquarters in New York, NY. It has offices in 385 locations and a total of 1,825 advisors. It oversees $10 billion in assets among its 57,359 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 132 charities and foundations. Of its 57,359 accounts, 19% are held by high-net-worth clients who have greater than $1 million in investable assets. Park Avenue Securities LLC performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management vary depending on the services provided. However, fee types billed by Park Avenue Securities LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

707 West Main Ave Suite B1
Spokane, WA 99201

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

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

1,825

WA Average: 88
Total Number of Accounts

57,359

WA Average: 3,892
Average Account Size

$172,819

WA 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

Colin Prestesater Work History

Colin has been registered as a financial advisor for 4 years.*

2021 - Present (3 years)

Guardian Life Insurance Company

2021 - Present (3 years)

Park Avenue Securities

2019 - 2021 (2 years)

Guardian Life Insurance Company

2019 - 2021 (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

*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 Colin Prestesater 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

Bartosz Warzycha
Columbus, OH
David Walker
Brentwood, TN
Ezekiel Zimmerman
Paramus, NJ
Anthony Letizia
New York, NY
Shane Davis
Allentown, PA
John Kelley
Englewood, CO
William Roerden
Warwick, NY
Andrew Guyton
Portsmouth, NH

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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