Brian
Cunniff

Park Avenue Securities LLC

CRD#5648497
Investment Advisor
in Belmar, NJ

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About this Advisor

Brian Cunniff is a financial advisor operating in Belmar, New Jersey with a total of 10 years of relevant experience. Cunniff currently works for Park Avenue Securities LLC. Their career trajectory has included roles at Guardian Life Insurance Company, Park Avenue Securities and Guardian Life Insurance. Cunniff holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona, California, Colorado, Delaware, Florida, Illinois, Kentucky, Massachusetts, Minnesota, Missouri, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas and Wisconsin. Park Avenue Securities LLC is a registered investment company that has its headquarters in New York, NY. The firm has offices in 385 locations and a total of 1,825 financial advisors. It handles $10 billion in total assets among its 57,359 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 132 charitable organizations. Of its 57,359 accounts, 19% are held by high-net-worth clients who have at least $1 million in investable assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules are based on the services offered. However, fees charged by Park Avenue Securities LLC most likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

10 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

2111 Rt 34 South
Belmar, NJ 07719

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

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

1,825

NJ Average: 88
Total Number of Accounts

57,359

NJ Average: 3,892
Average Account Size

$172,819

NJ 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

Brian Cunniff Work History

Brian has been registered as a financial advisor for 10 years.*

2016 - Present (8 years)

Guardian Life Insurance

2016 - Present (8 years)

Park Avenue Securities

2009 - 2016 (7 years)

Guardian Life Insurance Company

2009 - 2016 (7 years)

Park Avenue Securities

*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 Brian Cunniff 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

Andrew Guyton
Portsmouth, NH
Andrew Matthieson
Alpharetta, GA
Chelsea Gottschling
Claremont, CA
George Papanicolaou
Port Chester, NY
Benjamin Decker
Mount Pleasant, SC
Shane Davis
Allentown, PA
Anthony Letizia
New York, NY
Derek Malis
Buffalo, NY

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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