Phillip
Dambrisi

Park Avenue Securities LLC

CRD#1429134
Investment Advisor
in Belmar, NJ

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About this Advisor

Phillip Dambrisi is a financial advisor based in Belmar, New Jersey, working with Park Avenue Securities LLC. Phillip has previously held positions at Pfs Investments, Primerica Financial Services, Ppd Consulting, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, Guardian Life Ins, and Park Avenue Securities. Phillip has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Louisiana, Massachusetts, New Jersey, New York, Pennsylvania, and South Carolina. Currently, Phillip 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 65

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

Phillip Dambrisi Work History

2016 - Present (8 years)

Guardian Life Ins

2016 - Present (8 years)

Park Avenue Securities

2015 - 2016 (1 year)

Hornor Townsend & Kent Inc

2014 - 2014 (< 1 year)

Pfs Investments

2014 - 2014 (< 1 year)

Primerica Financial Services

2014 - 2016 (2 years)

Penn Mutual Life Insurance Co

2012 - 2014 (2 years)

Ppd Consulting

Disclosures

Please visit the SEC profile of Phillip Dambrisi 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
John Rosser
Greensboro, NC
Joseph Miller
Las Vegas, NV
Anthony Ryan
Austin, TX
Matthew Nerz
Houston, TX
Trevor Mcnally
Port Chester, 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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