Andrew
Zimmerman

Park Avenue Securities LLC

CRD#5661607
Investment Advisor
in New York, NY
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About this Advisor

Andrew Zimmerman is a certified financial planner who is based in New York, New York. Currently an investment advisor with Park Avenue Securities LLC, Zimmerman has 10 years of experience as a financial advisor. Zimmerman has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Zimmerman is able to act as an advisor based out of California, Texas, Connecticut, Florida, New Jersey and Pennsylvania. The advisor has gained experience at Park Avenue Securities and Guardian Life Insurance Company Of America. Park Avenue Securities LLC is located in New York, New York, and has 86 additional locations in the country. As a registered advisory firm, Park Avenue Securities LLC manages $3 billion in assets dispersed across 18,575 accounts and employs more than 1,708 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 15,111 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 24% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Park Avenue Securities LLC can offer financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

120 Broadway 37Th Floor
New York, NY 10271

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$3,404,649,231

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

1,708

NY Average: 88
Total Number of Accounts

18,575

NY Average: 3,892
Average Account Size

$183,292

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Andrew Zimmerman Work History

Andrew has 10 years of experience.

2009 - Present (10 years)

Park Avenue Securities

2008 - Present (11 years)

Guardian Life Insurance Company Of America

Disclosures

Andrew Zimmerman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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