Michele Lee

Park Avenue Securities LLC

Investment Advisor
in New York, NY
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About this Advisor

Michele Lee Fine is a financial advisor working in New York, New York, who has been in the financial industry for 13 years. Fine is an advisor for Park Avenue Securities LLC. Throughout their career, they have worked at Park Ave Securities, Guardian Life Ins Co, Park Avenue Securities and Guardian Life Insurance. Fine holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona, Washington, D.c., Pennsylvania, New Jersey, California, Connecticut, Massachusetts and Florida. Park Avenue Securities LLC is an advisory firm that has its headquarters in New York, New York. It has offices in 86 locations and a total of 1,708 advisors. It controls $3 billion in assets under management among its 18,575 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 77 charities and foundations. Of its 18,575 client accounts, 24% are held by high-net-worth individuals who have more than $1 million in assets. Park Avenue Securities LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors usually depend on which services the firm provides the client. Fees charged by Park Avenue Securities LLC likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 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

Michele Lee Fine Work History

Michele Lee has 13 years of experience.

2018 - Present (1 year)

Park Avenue Securities

2018 - Present (1 year)

Guardian Life Insurance

2005 - Present (14 years)

Park Ave Securities

2005 - Present (14 years)

Guardian Life Ins Co


Michele Lee Fine has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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