Lawrence
Barth

Park Avenue Securities LLC

CRD#1474057
Investment Advisor
in New York, NY
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About this Advisor

Lawrence Barth is a chartered financial consultant based out of New York, New York, who has been in the financial industry for 16 years. Barth works at Park Avenue Securities LLC. Their career trajectory has included roles at Hornor, Townsend & Kent, Inc, Penn Mutual, Park Avenue Securities, Guardian Life Insurance Co Of America, Park Avenue Securities, LLC and Guardian Life Insurance. Barth holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California, Pennsylvania, Florida and New Jersey. Park Avenue Securities LLC is a company that has its headquarters in New York, New York. It has offices in 86 locations and a total of 1,708 people on staff. It controls $3 billion in assets under management across its 18,575 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 77 charitable organizations. Of its 18,575 customer accounts, 24% belong to high-net-worth investors who have more than $1 million in investable assets. Park Avenue Securities LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial advice depend on the financial services offered. However, fee types charged by Park Avenue Securities LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

16 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

122 East 42Nd Street Suite 2200
New York, NY 10168

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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

Lawrence Barth Work History

Lawrence has 16 years of experience.

2017 - Present (2 years)

Park Avenue Securities

2017 - Present (2 years)

Guardian Life Insurance

2016 - 2017 (1 years)

Guardian Life Insurance Co Of America

2016 - 2017 (1 years)

Park Avenue Securities, LLC

2002 - 2016 (14 years)

Hornor, Townsend & Kent, Inc

2002 - 2016 (14 years)

Penn Mutual

Disclosures

Lawrence Barth has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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