Park Avenue Securities LLC
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About this Advisor
Spencer Friedman is a certified financial planner in New York, New York. Currently an investment advisor at Park Avenue Securities LLC, Friedman has 12 years of professional experience. Friedman holds a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Friedman can advise customers in Arizona, California, Washington, D.C., Illinois, Massachusetts, Texas, New Jersey, Colorado and Florida. The advisor has gained experience at Guardian Life Insurance Company, Park Avenue Securities and Northwestern University. Park Avenue Securities LLC is headquartered in New York, New York, and has 86 additional brick-and-mortar locations in the country. As a company, Park Avenue Securities LLC manages $3 billion in assets dispersed across 18,575 accounts and retains more than 1,708 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the nation. The firm manages 15,111 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 24% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Park Avenue Securities LLC can offer 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
Years of Experience
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Park Avenue Securities LLC Brokerage Details
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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
Spencer Friedman Work History
Spencer has 12 years of experience.
Guardian Life Insurance Company
Park Avenue Securities
Spencer Friedman has no disclosures.
Please visit their SEC profile for more details.