John
Kourgelis
Park Avenue Securities LLC
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About this Advisor
John Kourgelis is a financial advisor operating out of Cranford, New Jersey who has 5 years of relevant experience. Kourgelis is currently employed by Park Avenue Securities LLC. Throughout their career, they have worked at The Ventian Catering Hall, Guardian Life Insurance Company, University Of Scranton, Guardian Life Insurance, Park Avenue Securties and Park Avenue Securities. Kourgelis holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in New Jersey and New York. Park Avenue Securities LLC is a registered investment business based out of New York, NY. The company has offices in 385 locations and a total of 1,825 advisors. It has $10 billion in assets between its 57,359 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 132 charitable organizations. Of its 57,359 accounts, 19% are held by high-net-worth investors who have at least $1 million in assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services usually vary depending on the services. However, fee types billed by Park Avenue Securities LLC can consist 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
John Kourgelis Work History
John has been registered as a financial advisor for 5 years.*
Guardian Life Insurance Company
Park Avenue Securities
Guardian Life Insurance
Park Avenue Securties
University Of Scranton
The Ventian Catering Hall
*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 John Kourgelis 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
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Roslyn, NY
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Claremont, CA
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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