Bruce
Fogwell

Park Avenue Securities LLC

CRD#1913523
Investment Advisor
in Tarrytown, NY

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About this Advisor

Bruce Fogwell is a financial advisor operating in Tarrytown, New York with a total of 7 years of relevant experience. Fogwell is an employee of Park Avenue Securities LLC. Fogwell has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, New York Life Insurance Co, Nylife Securities LLC, Guardian Life Ins, Park Avenue Securities and Eagle Strategies LLC. Fogwell maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to operate in Connecticut, Maine, Massachusetts, New York and Rhode Island. Park Avenue Securities LLC is an advisory business based in New York, NY. The company has offices in 385 locations and a total of 1,825 employees. It has $10 billion in assets under management between its 57,359 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 132 charities and foundations. Of its 57,359 customer accounts, 19% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services are based on the type of financial services. However, fees billed by Park Avenue Securities LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 years

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

580 White Plains Rd Suite 205
Tarrytown, NY 10591

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

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

1,825

NY Average: 88
Total Number of Accounts

57,359

NY Average: 3,892
Average Account Size

$172,819

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

Bruce Fogwell Work History

Bruce has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Guardian Life Ins

2016 - Present (8 years)

Park Avenue Securities

2016 - 2016 (< 1 year)

Eagle Strategies LLC

2015 - 2016 (1 year)

New York Life Insurance Co

2015 - 2016 (1 year)

Nylife Securities LLC

2012 - 2015 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2015 (3 years)

Bank Of America, N.A

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bruce Fogwell 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

Sonia Cantrell
Bethlehem, PA
John Kelley
Englewood, CO
William Roerden
Warwick, NY
George Papanicolaou
Port Chester, NY
Bartosz Warzycha
Columbus, OH
Robert Armstrong
Charlotte, NC
Shane Davis
Allentown, PA
Chelsea Gottschling
Claremont, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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