David
Orsolino

Park Avenue Securities LLC

CRD#2939889
Investment Advisor
in New York, NY
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About this Advisor

David Orsolino is a certified financial planner operating out of New York, New York, who has been in the financial industry for 13 years. Orsolino is an advisor for Park Avenue Securities LLC. Their career trajectory has included roles at Guardian Life Insurance and Park Avenue Securities. Orsolino maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona, Connecticut, Georgia, South Carolina, Virginia, California, Florida, Idaho, Iowa, Minnesota, New Jersey, North Carolina, Pennsylvania and Texas. Park Avenue Securities LLC is an advisory company that has its headquarters in New York, New York. It has offices in 86 locations and a total of 1,708 advisors. It oversees $3 billion in total assets among its 18,575 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 77 charitable organizations. Of its 18,575 customer accounts, 24% are held by high-net-worth investors who have more than $1 million in investable assets. The company offers a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fees largely are based on which services the firm provides the client. However, fees billed by Park Avenue Securities LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 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

120 Broadway 37Th Floor
New York, NY 10271

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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

David Orsolino Work History

David has 13 years of experience.

2005 - Present (14 years)

Guardian Life Insurance

2005 - Present (14 years)

Park Avenue Securities

Disclosures

David Orsolino has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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