Robert
Loscalzo
Park Avenue Securities LLC
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About this Advisor
Robert Loscalzo is a chartered financial consultant who works in Paramus, New Jersey, who has 15 years of industry experience. Loscalzo is an employee of Park Avenue Securities LLC. Loscalzo has gained experience at Guardian Life Insurance, Park Avenue Securities and Guardian Life Insurance Company. Loscalzo maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, Connecticut, Florida, Georgia, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, Oregon, Rhode Island and Virginia. Park Avenue Securities LLC is a firm headquartered in New York, NY. The firm has offices in 385 locations and a total of 1,825 financial advisors. It controls $10 billion in assets between its 57,359 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 132 charitable organizations. Of its 57,359 customer accounts, 19% are held by high-net-worth investors who have at least $1 million in investable assets. Park Avenue Securities LLC offers a wide assortment 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 the type of financial services. Fees billed by Park Avenue Securities LLC most likely are comprised 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
Robert Loscalzo Work History
Robert has been registered as a financial advisor for 15 years.*
Guardian Life Insurance
Park Avenue Securities
Guardian Life Insurance Company
Park Avenue Securities
*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 Robert Loscalzo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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