Park Avenue Securities LLC
Answer a few questions and
get matched with an advisor.
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
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
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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.