David
Cerchio
Park Avenue Securities LLC
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About this Advisor
David Cerchio is a financial advisor operating out of Cranford, New Jersey with 12 years of industry experience. Cerchio is an advisor for Park Avenue Securities LLC. Throughout their career, they have worked at Park Avenue Securities LLC, International Planning Alliance, LLC and Guardian Life Insurance Co Of America. Cerchio has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California, Delaware, Florida, Kansas, Louisiana, Massachusetts, New Jersey, New York, Pennsylvania and Virginia. Park Avenue Securities LLC is a business based out of New York, NY. The firm has offices in 385 locations and a total of 1,825 employees. It manages $10 billion in assets under management between its 57,359 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 132 charitable organizations. Of its 57,359 customer accounts, 19% belong to high-net-worth investors who have greater than $1 million in investable assets. Park Avenue Securities LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors typically vary depending on the type of financial services. However, fee types charged by Park Avenue Securities LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$9,912,742,257
1,825
57,359
$172,819
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
David Cerchio Work History
David has been registered as a financial advisor for 12 years.*
Park Avenue Securities LLC
Guardian Life Insurance Co Of America
International Planning Alliance, LLC
*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 David Cerchio 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
Liberty Hill, TX
Warwick, NY
Buffalo, NY
New York, NY
Allentown, PA
Claremont, CA
Mount Pleasant, SC
Cincinnati, OH
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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