Frank
Loscalzo

Park Avenue Securities LLC

CRD#1839963
Investment Advisor
in New York, NY
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About this Advisor

Frank Loscalzo is an advisor in New York, New York. Currently a registered advisor at Park Avenue Securities LLC, Loscalzo has an impressive 27 years of work experience as a financial advisor. Loscalzo holds Series 63 and Series 66 licenses, designating the advisor as a securities broker. Loscalzo is registered to work with investors in California, New Jersey, Virginia, Connecticut and Florida. During their career, Loscalzo has held roles at Park Avenue Securities LLC and Guardian Life Insurance Company. Park Avenue Securities LLC is headquartered in New York, New York, and operates out of 86 additional locations in the United States. Overall, Park Avenue Securities LLC oversees $3 billion in assets dispersed across 18,575 accounts and employs more than 1,708 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the country. The firm manages 15,111 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 24% of the investment firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Park Avenue Securities LLC can provide 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

Series 63, Series 66, Chartered Financial Consultant

Years of Experience

27 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

No

Office Location

7 Hanover Square Suite 8A
New York, NY 10004

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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

Frank Loscalzo Work History

Frank has 27 years of experience.

1999 - Present (20 years)

Park Avenue Securities LLC

1991 - Present (28 years)

Guardian Life Insurance Company

Disclosures

Frank Loscalzo has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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