Trevor
Mcnally
Park Avenue Securities LLC
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About this Advisor
Trevor Mcnally is a financial advisor based in Port Chester, New York, working with Park Avenue Securities LLC. Trevor has previously held positions at Guardian Life Insurance Company, Bungee Capital Partners, Managed Care Advisory Group, Inc, Vivid Seats, and Park Avenue Securities. Trevor has passed the Series 66 regulatory exam and is registered to provide services in California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, Minnesota, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, and Washington. Currently, Trevor is part of Park Avenue Securities LLC, which operates out of Port Chester, 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
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$11,881,593,369
1,841
62,811
$189,164
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Trevor Mcnally Work History
Guardian Life Insurance Company
Park Avenue Securities
Guardian Life Insurance Company
Park Avenue Securities
Bungee Capital Partners
Managed Care Advisory Group, Inc
Vivid Seats
Disclosures
Please visit the SEC profile of Trevor Mcnally 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
Charlotte, NC
Atlanta, GA
Las Vegas, NV
Austin, TX
Houston, TX
Port Chester, NY
West Palm Beach, FL
Irvine, CA
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