Park Avenue Securities LLC

Investment Advisor
in Charlotte, NC

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About this Advisor

Robert Armstrong is a financial advisor who works out of Charlotte, North Carolina with a total of 1 year of industry experience. Armstrong is on the advisory team at Park Avenue Securities LLC. Their career trajectory has included roles at H.D. Vest Investment Services, H.D.Vest Advisory Services, Regulus Advisors, LLC, Advisory Services Network, LLC, Time Warner Cable, Greater Media, Dempsey Lord Smith, LLC, Guardian Life Insurance Company and Park Avenue Securities. Armstrong maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in North Carolina and South Carolina. Park Avenue Securities LLC is a company based out of New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 financial advisors. It has $10 billion in assets among its 57,359 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 132 charities and foundations. Of its 57,359 customer accounts, 19% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services are based on which services are offered. Fees charged by Park Avenue Securities LLC can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

6115 Park South Drive Suite 200
Charlotte, NC 28210

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management


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


NC Average: 88
Total Number of Accounts


NC Average: 3,892
Average Account Size


NC 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

Robert Armstrong Work History

Robert has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Guardian Life Insurance Company

2021 - Present (3 years)

Park Avenue Securities

2019 - 2021 (2 years)

Dempsey Lord Smith, LLC

2015 - 2019 (4 years)

Regulus Advisors, LLC

2015 - 2018 (3 years)

Advisory Services Network, LLC

2014 - 2020 (6 years)

Greater Media

2013 - 2015 (2 years)

H.D. Vest Investment Services

2013 - 2015 (2 years)

H.D.Vest Advisory Services

2013 - 2014 (1 year)

Time Warner Cable

*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.


Please visit the SEC profile of Robert Armstrong 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

Andrew Guyton
Portsmouth, NH
Samuel Katz
Scarsdale, NY
Corwin Davidson
Liberty Hill, TX
George Papanicolaou
Port Chester, NY
Derek Malis
Buffalo, NY
Ezekiel Zimmerman
Paramus, NJ
Benjamin Decker
Mount Pleasant, SC
Joseph Stiles
Cincinnati, OH

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

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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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