Richard
Elliott

Park Avenue Securities LLC

CRD#2521284
Investment Advisor
in Port Chester, NY

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About this Advisor

Richard Elliott is a financial advisor working out of Port Chester, New York who has 2 years of relevant experience. Elliott works at Park Avenue Securities LLC. Elliott has gained experience at Park Avenue Securities and Guardian Life Insurance Compnay Of America. Elliott holds a Series 63 license, designating them as a securities representative, and is able to serve investors in New York. Park Avenue Securities LLC is a financial advisory company based out of New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 employees. It manages $10 billion in assets under management among its 57,359 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 132 charities and foundations. Of its 57,359 client accounts, 19% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fees usually are based on the financial services offered. Fees charged by Park Avenue Securities LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

2 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

800 Westchester Avenue 4Th Floor Suite N409
Port Chester, NY 10573

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

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

1,825

NY Average: 88
Total Number of Accounts

57,359

NY Average: 3,892
Average Account Size

$172,819

NY Average: $1,917,921

Investment Advisory Services

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

Richard Elliott Work History

Richard has been registered as a financial advisor for 2 years.*

2009 - Present (15 years)

Park Avenue Securities

2009 - Present (15 years)

Guardian Life Insurance Compnay Of America

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Richard Elliott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Park Avenue Securities LLC

Andrew Guyton
Portsmouth, NH
Sonia Cantrell
Bethlehem, PA
William Roerden
Warwick, NY
Anthony Letizia
New York, NY
Shane Davis
Allentown, PA
Ezekiel Zimmerman
Paramus, NJ
Benjamin Decker
Mount Pleasant, SC
Joseph Stiles
Cincinnati, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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