Nicholas
Taber

Park Avenue Securities LLC

CRD#5274448
Investment Advisor
in Missoula, MT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nicholas Taber is a financial advisor working out of Missoula, Montana, who has 4 years of industry experience. Taber currently works for Park Avenue Securities LLC. Taber has gained experience at Guardian Life Insurance Company and Park Avenue Securities. Taber holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Illinois and Montana. Park Avenue Securities LLC is a registered investment business 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 total assets between its 57,359 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advice to 132 charities and foundations. Of its 57,359 accounts, 19% are held by high-net-worth clients who have at least $1 million in assets. Park Avenue Securities LLC performs a wide range 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 typically vary depending on which services the firm provides the client. Fee types billed by Park Avenue Securities LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

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

1,825

MT Average: 88
Total Number of Accounts

57,359

MT Average: 3,892
Average Account Size

$172,819

MT 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

Nicholas Taber Work History

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

2010 - Present (14 years)

Park Avenue Securities

2006 - Present (18 years)

Guardian Life Insurance Company

*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 Nicholas Taber 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

David Walker
Brentwood, TN
Donald Sullivan
Paramus, NJ
Bartosz Warzycha
Columbus, OH
Derek Malis
Buffalo, NY
Justin Holley
Bothell, WA
Nicholas Alfino
Melville, NY
Chelsea Gottschling
Claremont, CA
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started