David
Suckey

Park Avenue Securities LLC

CRD#4211898
Investment Advisor
in Belmar, NJ

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About this Advisor

David Suckey is a financial advisor based in Belmar, New Jersey, working with Park Avenue Securities LLC. David has previously held positions at Park Avenue Securities, Guardian, and Guardian Life Insurance. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in the District of Columbia, Florida, Indiana, Montana, New Jersey, New York, Oregon, Texas, Vermont, and Wisconsin. Currently, David is part of Park Avenue Securities LLC, which operates out of Belmar, New Jersey. The firm has 399 offices and 1,841 employees. The firm manages assets totaling $11.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Park Avenue Securities LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

$11,881,593,369

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

1,841

NJ Average: 88
Total Number of Accounts

62,811

NJ Average: 3,892
Average Account Size

$189,164

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

David Suckey Work History

2016 - Present (8 years)

Park Avenue Securities

2016 - Present (8 years)

Guardian Life Insurance

2000 - 2016 (16 years)

Park Avenue Securities

1999 - 2016 (17 years)

Guardian

Disclosures

Please visit the SEC profile of David Suckey 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

Daniel Andreotta
Charlotte, NC
Trevor Mcnally
Port Chester, NY
Joseph Miller
Las Vegas, NV
Anthony Ryan
Austin, TX
Matthew Nerz
Houston, TX
Marc Merber
Garden City, NY
Jessica Jade Valentini
West Palm Beach, FL
Louis Richards
Irvine, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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