Nicholas
Taber

Park Avenue Securities LLC

CRD#5274448
Investment Advisor
in Missoula, MT

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About this Advisor

Nicholas Taber is a financial advisor who is based in Missoula, Montana. Currently a registered investment advisor at Park Avenue Securities LLC, they have accrued 14 years of professional experience as an investment advisor. Taber has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Taber is able to operate based out of Montana. Their career trajectory has included roles at Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC is headquartered in Missoula, Montana, and has 86 other locations in the United States. As a registered advisory firm, Park Avenue Securities LLC manages $6 billion in assets dispersed across 31,460 client accounts and employs more than 1,745 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the United States. The firm manages 27,011 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 17% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Park Avenue Securities LLC can offer financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

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

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

Nicholas Taber Work History

Nicholas has 14 years of experience.

2010 - Present (11 years)

Park Avenue Securities

2006 - Present (15 years)

Guardian Life Insurance Company

Disclosures

Nicholas Taber has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Park Avenue Securities LLC

Caleb Robinson
Houston, TX
Mitchell Coopersmith
New York, NY
Matthew Vahue
Rochester, NY
Orrett Bailey
Birmingham, AL
Erik Scherr
Paramus, NJ
John Mills
Charlotte, NC
Anthony Campanile
Shrewsbury, NJ
Corey Phillips
Pittsfield, MA

This content was compiled from the SEC and FINRA.

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