Ronald
Ramirez

Park Avenue Securities LLC

CRD#1906719
Investment Advisor
in New York, NY
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About this Advisor

Ronald Ramirez is a certified financial planner who is based out of New York, New York. Currently a registered advisor with Park Avenue Securities LLC, Ramirez has an impressive 30 years of work experience. Ramirez holds Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Ramirez is registered to act as an advisor in California, Maryland, Virginia, Connecticut, Florida, New Jersey, Michigan, North Carolina and Pennsylvania. Ramirez has gained experience at Park Avenue Securities LLC, Eq Financial Consultants, Inc and Guardian Life Insurance Co. Of America. Park Avenue Securities LLC is headquartered in New York, New York, and has 86 other offices across the country. In total, Park Avenue Securities LLC oversees $3 billion in assets across 18,575 accounts and retains more than 1,708 people. The amount of assets the firm manages places it among the biggest firms in the United States. The firm manages 15,111 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 24% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Park Avenue Securities LLC provides financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

30 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, 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

$3,404,649,231

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

1,708

NY Average: 88
Total Number of Accounts

18,575

NY Average: 3,892
Average Account Size

$183,292

NY Average: $1,917,921

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Investment Advisory Services

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

Ronald Ramirez Work History

Ronald has 30 years of experience.

1999 - Present (20 years)

Park Avenue Securities LLC

1989 - Present (30 years)

Guardian Life Insurance Co. Of America

1988 - Present (31 years)

Eq Financial Consultants, Inc

Disclosures

Ronald Ramirez has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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