M Jonathan
Adler

Park Avenue Securities LLC

CRD#5196981
Investment Advisor
in Port Chester, NY

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About this Advisor

M Jonathan Adler is a financial advisor working in Port Chester, New York with a total of 6 years of relevant experience. Adler is an employee of Park Avenue Securities LLC. Over the course of their career, Adler has held roles at Strategies For Wealth, Guardian Life Insurance Co and Park Avenue Securities. Adler holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California, Colorado, Connecticut, Delaware, Florida, Hawaii, Kentucky, Louisiana, Maryland, Massachusetts, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia and Washington. Park Avenue Securities LLC is a financial advisory business operating out of New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 employees. It has $10 billion in total assets between its 57,359 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 132 charitable organizations. Of its 57,359 accounts, 19% are associated with high-net-worth clients who have at least $1 million in assets. The business provides 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 fees depend on which services are provided. Fees billed by Park Avenue Securities LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

800 Westchester Avenue 4Th Floor Suite N409
Port Chester, NY 10573

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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

M Jonathan Adler Work History

M Jonathan has been registered as a financial advisor for 6 years.*

2006 - Present (18 years)

Strategies For Wealth

2006 - Present (18 years)

Guardian Life Insurance Co

2006 - Present (18 years)

Park Avenue Securities

*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 M Jonathan Adler 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

Andrew Matthieson
Alpharetta, GA
Robert Armstrong
Charlotte, NC
Chelsea Gottschling
Claremont, CA
William Roerden
Warwick, NY
Sonia Cantrell
Bethlehem, PA
Bartosz Warzycha
Columbus, OH
Anthony Letizia
New York, NY
Benjamin Decker
Mount Pleasant, SC

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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