Patrick
Kenny

Park Avenue Securities LLC

CRD#5118147
Investment Advisor
in Belmar, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Patrick Kenny is a certified financial planner based in Belmar, New Jersey, who has been in the advisory business for 17 years. Kenny is an advisor for Park Avenue Securities LLC. Kenny has gained experience at Park Ave Securities, Guardian, Guardian Life Insurance and Park Avenue Securities. Kenny maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona, Florida, New Jersey, New York, North Carolina, Pennsylvania, South Carolina and Vermont. Park Avenue Securities LLC is a registered investment company that has its headquarters in Belmar, New Jersey. The firm has offices in 86 locations and a total of 1,811 employees. It controls $11 billion in assets under management between its 54,606 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 101 charitable organizations. Of its 54,606 accounts, 19% are associated with high-net-worth clients who have at least $1 million in assets. The company provides a wide set of services, including 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. However, fee types billed by Park Avenue Securities LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

17 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

2111 Rt 34 South
Belmar, NJ 07719

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

$10,625,337,610

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

1,811

NJ Average: 88
Total Number of Accounts

54,606

NJ Average: 3,892
Average Account Size

$194,582

NJ Average: $1,917,921

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

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

Investment Advisory Services

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

Patrick Kenny Work History

Patrick has 17 years of experience.

2016 - Present (6 years)

Guardian Life Insurance

2016 - Present (6 years)

Park Avenue Securities

2006 - 2016 (10 years)

Park Ave Securities

2005 - 2016 (11 years)

Guardian

Disclosures

Patrick Kenny has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Park Avenue Securities LLC

Cory Morrison
San Diego, CA
Raul Gutierrez
Garden City, NY
Buddy Carter
Charlotte, NC
Jason Rotman
Irvine, CA
Josh Vanfleteren
Birmingham, AL
Joseph Giordano
Charlotte, NC
Robert Frost
Port Chester, NY
Joseph D Amico
Rochester, NY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and 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