Andrew
Leven

Park Avenue Securities LLC

CRD#2950927
Investment Advisor
in Port Chester, NY

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About this Advisor

Andrew Leven is a certified financial planner who works out of Port Chester, New York who has 17 years of industry experience. Leven is on the advisory team at Park Avenue Securities LLC. The advisor has gained experience at Guardian Life Insurace Company, Park Avenue Securities and Guardian Life Insurance. Leven holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Connecticut, Florida, Maryland, Massachusetts, New Jersey, New York and Virginia. Park Avenue Securities LLC is a firm that has its headquarters in New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 advisors. It administers $10 billion in total assets among its 57,359 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 132 charitable organizations. Of its 57,359 accounts, 19% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm offers 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 largely are based on which services are offered. Fees charged by Park Avenue Securities LLC likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

17 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

Andrew Leven Work History

Andrew has been registered as a financial advisor for 17 years.*

2018 - Present (6 years)

Guardian Life Insurance

2018 - Present (6 years)

Park Avenue Securities

2018 - Present (6 years)

Guardian Life Insurance

2018 - Present (6 years)

Park Avenue Securities

2005 - Present (19 years)

Guardian Life Insurace Company

2005 - Present (19 years)

Park Avenue Securities

2005 - Present (19 years)

Guardian Life Insurance

2005 - Present (19 years)

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 Andrew Leven 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

Corwin Davidson
Liberty Hill, TX
William Roerden
Warwick, NY
Derek Malis
Buffalo, NY
Anthony Letizia
New York, NY
Shane Davis
Allentown, PA
Chelsea Gottschling
Claremont, CA
Benjamin Decker
Mount Pleasant, SC
Joseph Stiles
Cincinnati, OH

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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