Park Avenue Securities LLC

Investment Advisor
in New York, NY
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About this Advisor

Michael Weinberg is a certified financial planner who works in New York, New York, with 21 years of work experience. Weinberg is currently employed by Park Avenue Securities LLC. Weinberg has gained experience at Guardian Life Insurance Co. Of America and Park Avenue Securities LLC. Weinberg maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, North Carolina, Pennsylvania, Connecticut, Florida and New Jersey. Park Avenue Securities LLC is a financial advisory firm that has its headquarters in New York, New York. It has offices in 86 locations and a total of 1,708 employees. It controls $3 billion in total assets among its 18,575 customer accounts, making it one of 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 associated with high-net-worth clients who have at least $1 million in assets. Park Avenue Securities LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management typically depend on which services the firm provides the client. However, fees charged by Park Avenue Securities LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

21 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

120 Broadway 37Th Floor
New York, NY 10271

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management


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


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


NY Average: $1,917,921

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Investment Advisory Services

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

Michael Weinberg Work History

Michael has 21 years of experience.

1999 - Present (20 years)

Park Avenue Securities LLC

1997 - Present (22 years)

Guardian Life Insurance Co. Of America


Michael Weinberg has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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