Kenneth
Alter

Park Avenue Securities LLC

CRD#6006557
Investment Advisor
in Woodcliff Lake, NJ

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About this Advisor

Kenneth Alter is a financial advisor based out of Woodcliff Lake, New Jersey, who has 9 years of relevant experience. Alter is currently employed by Park Avenue Securities LLC. Over the course of their career, Alter has held roles at Guardian Life Insurance Company and Park Avenue Securities. Alter holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Park Avenue Securities LLC is a company that has its headquarters in New York, NY. It has offices in 385 locations and a total of 1,825 advisors. It has $10 billion in total assets between its 57,359 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 132 charities and foundations. Of its 57,359 customer accounts, 19% are associated with high-net-worth individuals who have at least $1 million in assets. Park Avenue Securities LLC 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 usually depend on which services the firm provides the client. Fee types charged by Park Avenue Securities LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

9 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

50 Tice Blvd Suite 280
Woodcliff Lake, NJ 07677

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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

Kenneth Alter Work History

Kenneth has been registered as a financial advisor for 9 years.*

2022 - Present (2 years)

Guardian Life Insurance Company

2022 - Present (2 years)

Park Avenue Securities

2021 - 2022 (1 year)

Guardian Life Insurance Company

2021 - 2022 (1 year)

Park Avenue Securities

2012 - 2021 (9 years)

Park Avenue Securities

2011 - 2021 (10 years)

Guardian Life Insurance Company

*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 Kenneth Alter 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

David Walker
Brentwood, TN
John Balzer
Topsfield, MA
Robert Armstrong
Charlotte, NC
John Kelley
Englewood, CO
Justin Holley
Bothell, WA
Derek Malis
Buffalo, NY
Andrew Guyton
Portsmouth, NH
Ezekiel Zimmerman
Paramus, NJ

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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