Robert
Soler

Park Avenue Securities LLC

CRD#5728004
Investment Advisor
in New York, NY
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About this Advisor

Robert Soler is a chartered financial analyst based in New York, New York, who has 11 years of work experience. Soler is an employee of Park Avenue Securities LLC. During their career, the advisor has held roles at National Securities Corp, Whiting - Turner - Contracting Co, La Parma Restaurant, National Asset Management, Inc, Guardian Life Insurance Company, Park Avenue Securities and Alevtian Capital. Soler has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California, Colorado, Washington, D.c., Georgia, Maryland, North Carolina, Washington, Virginia, Connecticut, Florida, New Jersey and Pennsylvania. Park Avenue Securities LLC is a company that has its headquarters in New York, New York. The company has offices in 86 locations and a total of 1,708 advisors. It controls $3 billion in assets among its 18,575 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to 77 charitable organizations. Of its 18,575 customer accounts, 24% are held by high-net-worth individuals who have more than $1 million in assets. Park Avenue Securities LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types charged by Park Avenue Securities LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

11 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

120 Broadway 37Th Floor
New York, NY 10271

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$4,022,487,394

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

1,777

NY Average: 88
Total Number of Accounts

25,160

NY Average: 3,892
Average Account Size

$159,876

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

Robert Soler Work History

Robert has 11 years of experience.

2011 - Present (8 years)

Guardian Life Insurance Company

2011 - Present (8 years)

Park Avenue Securities

2010 - 2010 (< 1 year)

Alevtian Capital

2009 - 2010 (1 year)

National Securities Corp

2009 - 2010 (1 year)

National Asset Management, Inc

2008 - 2009 (1 year)

Whiting - Turner - Contracting Co

2007 - 2012 (5 years)

La Parma Restaurant

Disclosures

Robert Soler has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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