Park Avenue Securities LLC
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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
Years of Experience
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Park Avenue Securities LLC Brokerage Details
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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.
Park Avenue Securities
Guardian Life Insurance Company Of America
Andrew Zimmerman has no disclosures.
Please visit their SEC profile for more details.