Sarah
Mullane Becker

Park Avenue Securities LLC

CRD#3238425
Investment Advisor
in Pound Ridge, NY

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About this Advisor

Sarah Mullane Becker is a financial advisor who works in Pound Ridge, New York who has 17 years of industry experience. Mullane Becker is currently employed by Park Avenue Securities LLC. Throughout their career, they have worked at Park Avenue Securities and Guardian Life Insurance Agency. Mullane Becker has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Arizona, California, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, Virginia and Wisconsin. Park Avenue Securities LLC is a financial advisory firm operating out of New York, NY. The firm has offices in 385 locations and a total of 1,825 employees. It has $10 billion in assets under management among its 57,359 accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advisory services to 132 charitable organizations. Of its 57,359 customer accounts, 19% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules usually are based on which services are offered. Fee types billed by Park Avenue Securities LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

17 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

Office Location

38 Westchester Avenue
Pound Ridge, NY 10576

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

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

1,825

NY Average: 88
Total Number of Accounts

57,359

NY Average: 3,892
Average Account Size

$172,819

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

Sarah Mullane Becker Work History

Sarah has been registered as a financial advisor for 17 years.*

2000 - Present (24 years)

Park Avenue Securities

2000 - Present (24 years)

Guardian Life Insurance Agency

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Sarah Mullane Becker 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

Michael Radovich
Roslyn, NY
Mark Loweree
Burbank, CA
William Roerden
Warwick, NY
Ezekiel Zimmerman
Paramus, NJ
Benjamin Decker
Mount Pleasant, SC
Joseph Stiles
Cincinnati, OH
Shane Davis
Allentown, PA
Derek Malis
Buffalo, NY

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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