Johnathon
Perog
Park Avenue Securities LLC
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About this Advisor
Johnathon Perog is a financial advisor operating in Latham, New York with 1 year of relevant experience. Perog currently works for Park Avenue Securities LLC. Perog has gained experience at Green Capital Advantage, LLC, Hannaford Co, Capital Supply Co, Guardian Life Isnurance Co Of America and Park Avenue Securities, LLC. Perog has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in New York and Utah. Park Avenue Securities LLC is a financial advisory company operating out of New York, NY. The company has offices in 385 locations and a total of 1,825 people on staff. It manages $10 billion in assets under management between its 57,359 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 132 charities and foundations. Of its 57,359 client accounts, 19% are associated with high-net-worth investors who have more than $1 million in assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules typically are based on the financial services. However, fee types billed by Park Avenue Securities LLC likely consist 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
Johnathon Perog Work History
Johnathon has been registered as a financial advisor for 1 years.*
Park Avenue Securities, LLC
Guardian Life Isnurance Co Of America
Green Capital Advantage, LLC
Hannaford Co
Capital Supply Co
*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 Johnathon Perog to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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