Jeffrey
Stern
Park Avenue Securities LLC
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About this Advisor
Jeffrey Stern is a financial advisor operating in Port Chester, New York who has 1 year of relevant experience. Stern works at Park Avenue Securities LLC. Throughout their career, Stern has worked at Guardian Life Insurance Co Of America, Zeta Global, Pepsico and Park Avenue Securities, LLC. Stern maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Connecticut, Maryland, New Jersey, New York and Texas. Park Avenue Securities LLC is a financial advisory company that has its headquarters in New York, NY. The firm has offices in 385 locations and a total of 1,825 financial advisors. It administers $10 billion in assets among its 57,359 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advisory services to 132 charitable organizations. Of its 57,359 client accounts, 19% belong to high-net-worth investors who have at least $1 million in assets. Park Avenue Securities LLC provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fees typically vary depending on which services the firm provides the client. However, fees charged by Park Avenue Securities LLC can 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
$9,912,742,257
1,825
57,359
$172,819
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Stern Work History
Jeffrey has been registered as a financial advisor for 1 years.*
Guardian Life Insurance Co Of America
Park Avenue Securities, LLC
Zeta Global
Pepsico
*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 Jeffrey Stern 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
Roslyn, NY
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Paramus, NJ
Bethlehem, PA
Mount Pleasant, SC
Allentown, PA
New York, NY
Buffalo, NY
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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