Charles
Palma

Park Avenue Securities LLC

CRD#2562930
Investment Advisor
in New York, NY
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About this Advisor

Charles Palma is a chartered financial consultant based in New York, New York, who has been in the financial industry for 18 years. Palma is an advisor for Park Avenue Securities LLC. Over the course of their career, Palma has held roles at Metropolitan Life Insurance Company, Metlife Securities, Inc, Guardian Life Insurance Company and Park Avenue Securities. Palma maintains a Series 63 license, designating them as a securities broker, and is registered to advise clients in Connecticut. Park Avenue Securities LLC is a financial advisory business based in New York, New York. The investment advisory business has offices in 86 locations and a total of 1,708 people on staff. It controls $3 billion in total assets across its 18,575 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 77 charitable organizations. Of its 18,575 accounts, 24% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The business provides a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fee schedules usually vary depending on which service is provided. However, fee types billed by Park Avenue Securities LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

18 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

Disclosures

Yes

Office Location

355 Lexington Ave 9Th Floor
New York, NY 10017

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$4,022,487,394

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

1,777

NY Average: 88
Total Number of Accounts

25,160

NY Average: 3,892
Average Account Size

$159,876

NY Average: $1,917,921

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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

Charles Palma Work History

Charles has 18 years of experience.

2018 - Present (1 years)

Park Avenue Securities

2018 - Present (1 years)

Guardian Life Insurance Company

2014 - Present (5 years)

Park Avenue Securities

2014 - Present (5 years)

Guardian Life Insurance Company

2011 - 2014 (3 years)

Guardian Life Insurance Company

2011 - 2014 (3 years)

Park Avenue Securities

2000 - 2011 (11 years)

Metropolitan Life Insurance Company

2000 - 2011 (11 years)

Metlife Securities, Inc

Disclosures

Charles Palma has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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