Jerome
Federlein

Park Avenue Securities LLC

CRD#2215985
Investment Advisor
in New York, NY
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About this Advisor

Jerome Federlein is a certified financial planner working out of New York, New York, with 26 years in the industry. Federlein currently works for Park Avenue Securities LLC. Their career trajectory has included roles at Guardian Life Insurance Company and Park Avenue Securities LLC. Federlein maintains a Series 63 license, which qualifies them as a securities representative, and is registered to work in New Jersey. Park Avenue Securities LLC is a financial advisory company headquartered in New York, New York. The company has offices in 86 locations and a total of 1,708 advisors. It controls $3 billion in assets among its 18,575 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 77 charitable organizations. Of its 18,575 client accounts, 24% are held by high-net-worth investors who have greater than $1 million in assets. The company has a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial advice usually depend on which services the firm provides the client. However, fees billed by Park Avenue Securities LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

26 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, 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

$3,404,649,231

NY Average: $7,464,549,021
Total Number of Employees

1,708

NY Average: 88
Total Number of Accounts

18,575

NY Average: 3,892
Average Account Size

$183,292

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Jerome Federlein Work History

Jerome has 26 years of experience.

1999 - Present (20 years)

Park Avenue Securities LLC

1992 - Present (27 years)

Guardian Life Insurance Company

Disclosures

Jerome Federlein has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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