Aaron
Kohl

Park Avenue Securities LLC

CRD#6329602
Investment Advisor
in Port Chester, NY

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About this Advisor

Aaron Kohl is a financial advisor working out of Port Chester, New York who has 6 years of relevant experience. Kohl is an employee of Park Avenue Securities LLC. The advisor has gained experience at Scansource Inc, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Paul Foster, Northwestern Mutual Wealth Management Company, Foster Victor Wealth Advisors, LLC, Purshe Kaplan Sterling Investments, Guardian Life Insurance Co Of America, Unemployed/Relocated and Park Avenue Securities, LLC. Kohl maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Arizona, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia and Washington. Park Avenue Securities LLC is a firm based out of New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 advisors. It has $10 billion in assets under management between its 57,359 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 132 charitable organizations. Of its 57,359 client accounts, 19% belong to high-net-worth investors who have at least $1 million in assets. Park Avenue Securities LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fees usually depend on the type of services. Fee types billed by Park Avenue Securities LLC can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

800 Westchester Avenue 4Th Floor Suite N409
Port Chester, NY 10573

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

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

1,825

NY Average: 88
Total Number of Accounts

57,359

NY Average: 3,892
Average Account Size

$172,819

NY 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

Aaron Kohl Work History

Aaron has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Guardian Life Insurance Co Of America

2017 - Present (7 years)

Park Avenue Securities, LLC

2016 - 2016 (< 1 year)

Foster Victor Wealth Advisors, LLC

2016 - 2016 (< 1 year)

Purshe Kaplan Sterling Investments

2016 - 2017 (1 year)

Unemployed/Relocated

2015 - 2016 (1 year)

Paul Foster

2015 - 2016 (1 year)

Northwestern Mutual Wealth Management Company

2014 - 2015 (1 year)

Northwestern Mutual Life Insurance Company

2014 - 2016 (2 years)

Northwestern Mutual Investment Services LLC

2011 - 2014 (3 years)

Scansource Inc

*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 Aaron Kohl 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

Ezekiel Zimmerman
Paramus, NJ
Bartosz Warzycha
Columbus, OH
William Roerden
Warwick, NY
Andrew Matthieson
Alpharetta, GA
Benjamin Decker
Mount Pleasant, SC
Derek Malis
Buffalo, NY
Anthony Letizia
New York, NY
Chelsea Gottschling
Claremont, CA

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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