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 financial advisor based in New York, New York, working with Park Avenue Securities LLC. Andrew has previously held positions at Park Avenue Securities, Guardian Life Insurance Company Of America, and Guardian Life Insurance Company. Andrew has passed the Series 66 regulatory exam and is registered to provide services in California, Colorado, Connecticut, Florida, Georgia, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, and Texas. Currently, Andrew is part of Park Avenue Securities LLC, which operates out of New York, New York. 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 66, CERTIFIED FINANCIAL PLANNER™

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

437 Madison Avenue 29Th Floor
New York, NY 10022

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$11,881,593,369

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

1,841

NY Average: 88
Total Number of Accounts

62,811

NY Average: 3,892
Average Account Size

$189,164

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 Zimmerman Work History

2024 - Present (0 year)

Guardian Life Insurance Company

2024 - Present (0 year)

Park Avenue Securities

2009 - Present (15 years)

Park Avenue Securities

2008 - Present (16 years)

Guardian Life Insurance Company Of America

Disclosures

Please visit the SEC profile of Andrew Zimmerman 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
Trevor Mcnally
Port Chester, NY
Joseph Miller
Las Vegas, NV
Anthony Ryan
Austin, TX
Matthew Nerz
Houston, TX
Marc Merber
Garden City, NY
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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