Park Avenue Securities LLC
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About this Advisor
Arnold Rosenbaum is a certified financial planner and chartered financial consultant located in New York, New York. Currently a registered advisor with Park Avenue Securities LLC, they have gathered 18 years of professional experience in the financial advisory industry. Rosenbaum has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Rosenbaum is able to act as an advisor in New Jersey. Throughout their career, they have worked at Park Avenue Securities and Guardian Life Ins Co. Park Avenue Securities LLC is based out of New York, New York, and has 86 other locations in the United States. Overall, Park Avenue Securities LLC oversees $3 billion in assets throughout 18,575 client accounts and retains more than 1,708 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the United States. 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 clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Park Avenue Securities LLC provides 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
- Selection of other advisers
- Educational seminars/workshops
Arnold Rosenbaum Work History
Arnold has 18 years of experience.
Park Avenue Securities
Guardian Life Ins Co
Arnold Rosenbaum has no disclosures.
Please visit their SEC profile for more details.