Park Avenue Securities LLC
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About this Advisor
Evan Wohl is a certified financial planner and chartered financial consultant whose office is in New York, New York. Currently a registered investment advisor with Park Avenue Securities LLC, Wohl has 10 years of professional experience in the financial advisory industry. Wohl has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Wohl is able to serve investors in California, Michigan, North Carolina, Pennsylvania, Virginia, Texas, Colorado, Connecticut, Florida, Hawaii, Nevada and New Jersey. During their career, Wohl has held roles at Guardian, Park Ave Securities and Hollywood Golf Club. Park Avenue Securities LLC is headquartered in New York, New York, and operates out of 86 brick-and-mortar locations in the nation. As a firm, Park Avenue Securities LLC oversees $3 billion in assets dispersed across 18,575 client accounts and retains more than 1,708 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the nation. The firm manages 15,111 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 24% of the firm's investors 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 may charge clients 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
- Educational seminars/workshops
Evan Wohl Work History
Evan has 10 years of experience.
Park Ave Securities
Hollywood Golf Club
Evan Wohl has no disclosures.
Please visit their SEC profile for more details.