Anthony
Bertrami
Park Avenue Securities LLC
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About this Advisor
Anthony Bertrami is a financial advisor based in Melville, New York, working with Park Avenue Securities LLC. Anthony has previously held positions at Guardian Life Insurance Co Of America, Park Avenue Securities LLC, Park Avenue Securities, and Guardian Life Insurance Company. Anthony is registered to provide services in New York. Currently, Anthony is part of Park Avenue Securities LLC, which operates out of Melville, 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.
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$11,881,593,369
1,841
62,811
$189,164
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Anthony Bertrami Work History
Park Avenue Securities
Guardian Life Insurance Company
Guardian Life Insurance Co Of America
Park Avenue Securities LLC
Disclosures
Please visit the SEC profile of Anthony Bertrami 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
Charlotte, NC
Port Chester, NY
Las Vegas, NV
Austin, TX
Houston, TX
Garden City, NY
West Palm Beach, FL
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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