Sandra
Handler

Park Avenue Securities LLC

CRD#2370168
Investment Advisor
in Newburgh, NY

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About this Advisor

Sandra Handler is a financial advisor based in Newburgh, New York, working with Park Avenue Securities LLC. Sandra has previously held positions at Guardian Life Insurance Co Of America, Park Avenue Securities LLC, Guardian Life Insurance, Park Avenue Securities, and Guardian Life Insurance Company. Sandra has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado, Florida, Massachusetts, Michigan, New York, North Carolina, and Pennsylvania. Currently, Sandra is part of Park Avenue Securities LLC, which operates out of Newburgh, New York. The firm has 399 offices and 1,841 employees. The firm manages assets totaling $11.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Park Avenue Securities LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

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

Newburgh, NY

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$11,881,593,369

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

1,841

NY Average: 88
Total Number of Accounts

62,811

NY Average: 3,892
Average Account Size

$189,164

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

Sandra Handler Work History

2024 - Present (0 year)

Guardian Life Insurance Company

2024 - Present (0 year)

Park Avenue Securities

2021 - Present (3 years)

Guardian Life Insurance

2021 - Present (3 years)

Park Avenue Securities

2008 - 2021 (13 years)

Guardian Life Insurance Co Of America

2008 - 2021 (13 years)

Park Avenue Securities LLC

Disclosures

Please visit the SEC profile of Sandra Handler 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

Daniel Andreotta
Charlotte, NC
Roy Rasera
Portland, OR
Joseph Miller
Las Vegas, NV
Anthony Ryan
Austin, TX
Matthew Nerz
Houston, TX
Marc Merber
Garden City, NY
Jessica Jade Valentini
West Palm Beach, FL
Louis Richards
Irvine, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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