Steven
Cucinelli

Park Avenue Securities LLC

CRD#5307494
Investment Advisor
in Shrewsbury, NJ

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About this Advisor

Steven Cucinelli is a financial advisor based in Shrewsbury, New Jersey, working with Park Avenue Securities LLC. Steven has previously held positions as a student, at Guardian Life Insurance Co Of America, and at Park Avenue Securities LLC. Steven has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida, New Jersey, New York, Pennsylvania, Texas, and Virginia. Currently, Steven is part of Park Avenue Securities LLC, which operates out of Shrewsbury, 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 65, Series 63

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

1040 Broad Street Suite 202
Shrewsbury, NJ 07702-4331

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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

Steven Cucinelli Work History

2010 - Present (14 years)

Guardian Life Insurance Co Of America

2010 - Present (14 years)

Park Avenue Securities LLC

1998 - Present (26 years)

Student

Disclosures

Please visit the SEC profile of Steven Cucinelli 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
George Klima
Wayzata, MN
Joseph Miller
Las Vegas, NV
Anthony Ryan
Austin, TX
Matthew Nerz
Houston, TX
John Rosser
Greensboro, NC
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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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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