Christopher
Koopman

Park Avenue Securities LLC

CRD#4905605
Investment Advisor
in Roslyn, NY

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About this Advisor

Christopher Koopman is a financial advisor who works in Roslyn, New York with a total of 2 years of industry experience. Koopman is currently employed by Park Avenue Securities LLC. During their career, the advisor has held roles at Park Avenue Securities, Guardian Life Insurance Company Of America, Framingdale Senior High School, Park Avenue Securities LLC and Guardian Life Insurance Company. Koopman holds a Series 63 license, which qualifies them as a securities agent, and is registered to operate in New York. Park Avenue Securities LLC is a registered investment business headquartered in New York, NY. The firm has offices in 385 locations and a total of 1,825 financial advisors. It has $10 billion in assets under management across its 57,359 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 132 charities and foundations. Of its 57,359 accounts, 19% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on the services offered. Fees charged by Park Avenue Securities LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

2 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

17 Lumber Road Suite 11
Roslyn, NY 11576

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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

Christopher Koopman Work History

Christopher has been registered as a financial advisor for 2 years.*

2017 - Present (7 years)

Park Avenue Securities LLC

2017 - Present (7 years)

Guardian Life Insurance Company

1994 - Present (30 years)

Framingdale Senior High School

2005 - 2017 (12 years)

Park Avenue Securities

2003 - 2017 (14 years)

Guardian Life Insurance Company Of America

*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 Christopher Koopman 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

John Kelley
Englewood, CO
David Walker
Brentwood, TN
George Papanicolaou
Port Chester, NY
Andrew Guyton
Portsmouth, NH
Michael Radovich
Roslyn, NY
Joseph Stiles
Cincinnati, OH
Benjamin Decker
Mount Pleasant, SC
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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