Park Avenue Securities LLC
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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
Years of Experience
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Park Avenue Securities LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Michael Weinberg Work History
Michael has 21 years of experience.
Park Avenue Securities LLC
Guardian Life Insurance Co. Of America
Michael Weinberg has no disclosures.
Please visit their SEC profile for more details.