Stephanie
Entenmann

Park Avenue Securities LLC

CRD#4123813
Investment Advisor
in Oyster Bay, NY

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About this Advisor

Stephanie Entenmann is a financial advisor based in Oyster Bay, New York, working with Park Avenue Securities LLC. Stephanie has previously held positions at Banc Of America Investment Services, Inc, Bank Of America, David Lerner Associates, Inc, Guardian Life Insurance Co Of America, Park Avenue Securities, LLC, Park Avenue Securities, and Guardian Life Insurance Company. Stephanie has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Stephanie is part of Park Avenue Securities LLC, which operates out of Oyster Bay, 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

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

123 South Street Suite 113
Oyster Bay, NY 11771

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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

Stephanie Entenmann Work History

2022 - Present (2 years)

Park Avenue Securities

2022 - Present (2 years)

Guardian Life Insurance Company

2018 - 2022 (4 years)

Guadian Life Insurance Co Of America

2018 - 2022 (4 years)

Park Avenue Securities, LLC

2014 - 2018 (4 years)

David Lerner Associates, Inc

2004 - 2014 (10 years)

Banc Of America Investment Services, Inc

2004 - 2014 (10 years)

Bank Of America

Disclosures

Please visit the SEC profile of Stephanie Entenmann 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
George Klima
Wayzata, MN
Joseph Miller
Las Vegas, NV
Anthony Ryan
Austin, TX
Matthew Nerz
Houston, TX
Trevor Mcnally
Port Chester, NY
Jessica Jade Valentini
West Palm Beach, FL
Louis Richards
Irvine, CA

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