Anthony
Letizia

Park Avenue Securities LLC

CRD#4905847
Investment Advisor
in New York, NY

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About this Advisor

Anthony Letizia is a financial advisor based in New York, New York, working with Park Avenue Securities LLC. Anthony has previously held positions at Tiaa-Advice And Planning Services, Tiaa-Cref Individual & Institutional Services, LLC, Wells Fargo Advisors, LLC, Gradient Investments, LLC, Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, Guardian Life Insurance Co Of America, and Park Avenue Securities, LLC. Anthony has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in multiple states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Currently, Anthony 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 63, Series 65, 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

10 Hudson Yards
New York, NY 10001

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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

Anthony Letizia Work History

2021 - Present (3 years)

Guardain Life Insurance Co Of America

2021 - Present (3 years)

Park Avenue Securities, LLC

2019 - 2021 (2 years)

Transamerica Life Insurance Company

2019 - 2021 (2 years)

Transamerica Investors Securities Corporation

2018 - 2019 (1 year)

Gradient Investments, LLC

2014 - 2018 (4 years)

Tiaa-Advice And Planning Services

2014 - 2018 (4 years)

Tiaa-Cref Individual & Institutional Services, LLC

2013 - 2014 (1 year)

Wells Fargo Advisors, LLC

Disclosures

Please visit the SEC profile of Anthony Letizia 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
John Rosser
Greensboro, NC
Joseph Miller
Las Vegas, NV
Anthony Ryan
Austin, TX
Matthew Nerz
Houston, TX
Trevor Mcnally
Port Chester, 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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