James
Taska
Park Avenue Securities LLC
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About this Advisor
James Taska is a financial advisor operating in Melville, New York. Taska is an advisor for Park Avenue Securities LLC. Throughout their career, Taska has worked at New York City Department Of Education, Guardian Life Insurance Company and Park Avenue Securities LLC. Taska holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida, Massachusetts, New Jersey, New York and Pennsylvania. Park Avenue Securities LLC is an advisory firm operating out of New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 people on staff. It has $10 billion in assets among its 57,359 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 132 charitable organizations. Of its 57,359 customer accounts, 19% belong to high-net-worth clients who have greater than $1 million in investable assets. The business has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management typically depend on which services the firm provides the client. However, fees charged by Park Avenue Securities LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$9,912,742,257
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,825
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
57,359
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$172,819
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
James Taska Work History
James has been registered as a financial advisor for 0 years.*
Park Avenue Securities LLC
Guardian Life Insurance Company
New York City Department Of Education
*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 James Taska 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
Warwick, NY
Portsmouth, NH
Claremont, CA
New York, NY
Mount Pleasant, SC
Allentown, PA
Cincinnati, OH
Liberty Hill, TX
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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