John
Limongelli

Park Avenue Securities LLC

CRD#2271351
Investment Advisor
in Roslyn, NY

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About this Advisor

John Limongelli is a financial advisor operating out of Roslyn, New York with a total of 20 years of relevant experience. Limongelli works at Park Avenue Securities LLC. Throughout their career, Limongelli has worked at Park Avenue Securities LLC, Guardian Life Insurance Company, Park Avenue Securities and Guardian Life Insurance Company Of America. Limongelli has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Arizona, California, Connecticut, Florida, Kentucky, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Vermont, Virginia and Washington. Park Avenue Securities LLC is an advisory company headquartered in New York, NY. The firm has offices in 385 locations and a total of 1,825 advisors. It administers $10 billion in assets under management between its 57,359 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 132 charities and foundations. Of its 57,359 customer accounts, 19% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Park Avenue Securities LLC has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fees usually vary depending on which services the firm provides the client. However, fees charged by Park Avenue Securities LLC most likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

20 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

Office Location

17 Lumber Road Suite 11
Roslyn, NY 11576

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

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

1,825

NY Average: 88
Total Number of Accounts

57,359

NY Average: 3,892
Average Account Size

$172,819

NY Average: $1,917,921

Investment Advisory Services

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

John Limongelli Work History

John has been registered as a financial advisor for 20 years.*

2018 - Present (6 years)

Park Avenue Securities

2018 - Present (6 years)

Guardian Life Insurance Company Of America

2017 - Present (7 years)

Park Avenue Securities LLC

2017 - Present (7 years)

Guardian Life Insurance Company

1999 - 2017 (18 years)

Park Avenue Securities LLC

1991 - 2017 (26 years)

Guardian Life Insurance Company

*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 John Limongelli 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

Sonia Cantrell
Bethlehem, PA
Robert Armstrong
Charlotte, NC
William Roerden
Warwick, NY
Andrew Guyton
Portsmouth, NH
Bartosz Warzycha
Columbus, OH
Derek Malis
Buffalo, NY
Anthony Letizia
New York, NY
Chelsea Gottschling
Claremont, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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