Park Avenue Securities LLC
About this Advisor
Mitchell Coopersmith is an investment advisor in New York, New York. Currently a registered advisor with Park Avenue Securities LLC, they have gathered 10 years of experience in the financial advisory industry. Coopersmith maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Coopersmith can act as an advisor in Connecticut, Florida, New Jersey, Oregon and Vermont. Over the course of their career, they have held roles at Park Avenue Securities and Guardian Life. Park Avenue Securities LLC is headquartered in New York, New York, and operates out of 86 brick-and-mortar locations in the United States. Overall, Park Avenue Securities LLC manages $6 billion in assets covering 31,460 client accounts and retains more than 1,745 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. The firm manages 27,011 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 17% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Park Avenue Securities LLC provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm's fees may include 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
- Selection of other advisers
- Educational seminars/workshops
Mitchell Coopersmith Work History
Mitchell has 10 years of experience.
Park Avenue Securities
Mitchell Coopersmith has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Park Avenue Securities LLC
Port Chester, NY
Beverly Hills, CA
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.