Mitchell
Coopersmith

Park Avenue Securities LLC

CRD#5749971
Investment Advisor
in New York, NY

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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

Series 66

Years of Experience

10 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

Disclosures

No

Office Location

355 Lexington Ave 9Th Floor
New York, NY 10017

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$5,705,775,495

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

1,745

NY Average: 88
Total Number of Accounts

31,460

NY Average: 3,892
Average Account Size

$181,366

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

Mitchell Coopersmith Work History

Mitchell has 10 years of experience.

2010 - Present (11 years)

Park Avenue Securities

2010 - Present (11 years)

Guardian Life

Disclosures

Mitchell Coopersmith has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Park Avenue Securities LLC

Louis Mohn
Port Chester, NY
Anil Bhakta
Princeton, NJ
David Krouse
Beverly Hills, CA
Michael Harris
Charlotte, NC
Matthew Vahue
Rochester, NY
April Schoen
Jacksonville, FL
Sarah Seaton
Charlotte, NC
Bryan Kuderna
Shrewsbury, NJ

This content was compiled from the SEC and FINRA.

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.

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