Rosemarie
Moeller

Park Avenue Securities LLC

CRD#3215953
Investment Advisor
in New York, NY
Are you Rosemarie Moeller? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Rosemarie Moeller is a certified financial planner who works out of New York, New York. Currently a registered investment advisor with Park Avenue Securities LLC, they have accumulated 10 years of professional experience in the financial advisory industry. Moeller holds Series 63 and Series 66 licenses, qualifying the advisor as a securities agent. Moeller is registered to advise investors based out of New Jersey. Their career trajectory has included roles at Securities America Inc, The American College, Amper Financial Services, Comprehensive Asset Management & Servicing, Inc, Eisneramper Wealth Management, Freedom Wealth Advisors, LLC, Freedom Advisors, LLC D/B/A Freedom Divorce Advisors, Aepg Wealth Strategies and Park Avenue Securities. Park Avenue Securities LLC is based out of New York, New York, and has 86 other brick-and-mortar locations across the nation. In total, Park Avenue Securities LLC manages $3 billion in assets dispersed across 18,575 accounts and retains more than 1,708 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the nation. The firm manages 15,111 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 24% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Park Avenue Securities LLC can provide financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 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

122 East 42Nd Street Suite 2200
New York, NY 10168

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Rosemarie Moeller Work History

Rosemarie has 10 years of experience.

2018 - Present (1 years)

Park Avenue Securities

2018 - Present (1 years)

Guardian Life Insurance Company

2017 - 2018 (1 years)

Guardian Life Insurance Company

2017 - 2018 (1 years)

Park Avenue Securities

2016 - 2017 (1 years)

Guardian Life Ins

2016 - 2017 (1 years)

Park Avenue Securities

2014 - 2014 (0 years)

Freedom Wealth Advisors, LLC

2014 - 2014 (0 years)

Freedom Advisors, LLC D/B/A Freedom Divorce Advisors

2014 - 2016 (2 years)

Aepg Wealth Strategies

2013 - 2013 (0 years)

Eisneramper Wealth Management

2010 - 2013 (3 years)

Comprehensive Asset Management & Servicing, Inc

2009 - 2010 (1 years)

Securities America Inc

2009 - 2009 (0 years)

Amper Financial Services

2009 - 2009 (0 years)

Amper Financial Services

2008 - 2009 (1 years)

The American College

Disclosures

Rosemarie Moeller has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started