Megan
Soto

Park Avenue Securities LLC

CRD#6511520
Investment Advisor
in Belmar, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Megan Soto is a certified financial planner who works in Belmar, New Jersey, who has been in the financial industry for 11 years. Soto is on the advisory team at Park Avenue Securities LLC. Their career trajectory has included roles at National Income Life Insurance, Abc Television, Lpl Financial, LLC, Guardian Life Insurance Co Of America and Park Avenue Securities, LLC. Soto holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Arizona, California, Florida and New Jersey. Park Avenue Securities LLC is a firm that has its headquarters in Belmar, New Jersey. The investment advisory business has offices in 86 locations and a total of 1,811 employees. It oversees $11 billion in total assets across its 54,606 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 101 charities and foundations. Of its 54,606 accounts, 19% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees charged by Park Avenue Securities LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

11 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

Disclosures

No

Office Location

2111 Rt 34 South
Belmar, NJ 07719

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$10,625,337,610

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

1,811

NJ Average: 88
Total Number of Accounts

54,606

NJ Average: 3,892
Average Account Size

$194,582

NJ Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Megan Soto Work History

Megan has 11 years of experience.

2021 - Present (1 year)

Park Avenue Securities, LLC

2020 - Present (2 years)

Guardian Life Insurance Co Of America

2015 - 2015 (< 1 year)

National Income Life Insurance

2015 - 2020 (5 years)

Lpl Financial, LLC

2011 - 2014 (3 years)

Abc Television

Disclosures

Megan Soto has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Park Avenue Securities LLC

Jonathon Dodd
Atlanta, GA
Angela Foxx
New York, NY
Andrew White
Pittsburgh, PA
Paul Backofen
Las Vegas, NV
Joseph Kennedy
Gainesville, GA
Austin Lentz
Saint Petersburg, FL
Camille Allen-Snyder
Jackson, MS
Chad Gibbons
Jacksonville, FL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started