Eric
Rios

Park Avenue Securities LLC

CRD#1170482
Investment Advisor
in Belmar, NJ

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About this Advisor

Eric Rios is a financial advisor who works in Belmar, New Jersey with a total of 7 years of relevant experience. Rios works at Park Avenue Securities LLC. Their career trajectory has included roles at Citigroup Global Markets Inc, Guardian and Park Ave Securities. Rios has Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to work in California, Connecticut, Florida, Maine, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Texas and Washington. Park Avenue Securities LLC is a registered investment business that has its headquarters in New York, NY. It has offices in 385 locations and a total of 1,825 people on staff. It oversees $10 billion in total assets across its 57,359 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 132 charities and foundations. Of its 57,359 customer accounts, 19% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm offers a diverse range 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 are based on which services the firm provides the client. Fees charged by Park Avenue Securities LLC can consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 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

Eric Rios Work History

Eric has been registered as a financial advisor for 7 years.*

2014 - Present (10 years)

Guardian

2014 - Present (10 years)

Park Ave Securities

1999 - 2013 (14 years)

Citigroup Global Markets Inc

*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 Eric Rios 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

Ezekiel Zimmerman
Paramus, NJ
Robert Armstrong
Charlotte, NC
Chelsea Gottschling
Claremont, CA
George Papanicolaou
Port Chester, NY
Sonia Cantrell
Bethlehem, PA
Derek Malis
Buffalo, NY
Anthony Letizia
New York, NY
Benjamin Decker
Mount Pleasant, SC

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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