Park Avenue Securities LLC
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
Years of Experience
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Park Avenue Securities LLC Brokerage Details
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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.
Park Avenue Securities
Guardian Life Insurance Company
Nicholas Taber has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Park Avenue Securities LLC
New York, NY