Robert
Scholes

Park Avenue Securities LLC

CRD#6863598
Investment Advisor
in Raleigh, NC
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About this Advisor

Robert Scholes is a certified financial planner in Raleigh, North Carolina. Currently a registered investment advisor with Park Avenue Securities LLC, Scholes has 10 years of experience as an investment advisor. Scholes maintains a Series 63 license, certifying the advisor as a securities broker. Scholes is registered to advise investors in Georgia, North Carolina and South Carolina. Throughout their career, Scholes has worked at Southeastern Baptist Theological Seminary, Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC is headquartered in Raleigh, North Carolina, and has 86 additional offices in the nation. As a registered advisory firm, Park Avenue Securities LLC oversees $3 billion in assets across 18,575 accounts and employs more than 1,708 people. The level of assets currently under the firm's management makes it one of the biggest firms in the country. The firm manages 15,111 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 24% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Park Avenue Securities LLC provides 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

Series 63, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2626 Glenwood Avenue Suite 450
Raleigh, NC 27608

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$3,404,649,231

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

1,708

NC Average: 88
Total Number of Accounts

18,575

NC Average: 3,892
Average Account Size

$183,292

NC Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Robert Scholes Work History

Robert has 10 years of experience.

2017 - Present (2 years)

Guardian Life Insurance Company

2017 - Present (2 years)

Park Avenue Securities

2008 - 2017 (9 years)

Southeastern Baptist Theological Seminary

Disclosures

Robert Scholes has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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