Sam
Beller

Park Avenue Securities LLC

CRD#701591
Investment Advisor
in New York, NY
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About this Advisor

Sam Beller is a financial advisor in New York, New York. Currently a registered investment advisor at Park Avenue Securities LLC, they have accumulated 18 years of professional experience as an investment advisor. Beller has a Series 63 license, designating the advisor as a securities representative. Beller is able to advise customers in California, New Jersey, Pennsylvania, Connecticut, Florida, Massachusetts, Michigan, Minnesota and North Carolina. During their career, the advisor has held roles at Park Avenue Securities and Guardian Life Insurance. Park Avenue Securities LLC is based out of New York, New York, and has 86 other offices in the United States. In total, Park Avenue Securities LLC oversees $3 billion in assets dispersed across 18,575 client accounts and retains more than 1,708 people. The amount of assets the firm manages places it among the largest 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 customers are high-net-worth individuals, meaning they have over $1 million in capital. Park Avenue Securities LLC offers 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, Chartered Financial Consultant

Years of Experience

18 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

1501 Broadway Suite 1613
New York, NY 10036

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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

Sam Beller Work History

Sam has 18 years of experience.

2000 - Present (19 years)

Park Avenue Securities

2000 - Present (19 years)

Guardian Life Insurance

Disclosures

Sam Beller has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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