Brian
Leen

Park Avenue Securities LLC

CRD#2712600
Investment Advisor
in Dayton, OH

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About this Advisor

Brian Leen is a financial advisor based in Dayton, Ohio, working with Park Avenue Securities LLC. Brian has previously held positions at Park Avenue Securities LLC and Guardian Life Insurance Co Of America. Brian is registered to provide services in Ohio. Currently, Brian is part of Park Avenue Securities LLC, which operates out of Dayton, Ohio. 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.

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

8051 Washington Village Drive Suite 120
Dayton, OH 45458

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$11,881,593,369

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

1,841

OH Average: 88
Total Number of Accounts

62,811

OH Average: 3,892
Average Account Size

$189,164

OH 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

Brian Leen Work History

2007 - Present (17 years)

Park Avenue Securities LLC

2007 - Present (17 years)

Guardian Life Insurance Co Of America

Disclosures

Please visit the SEC profile of Brian Leen 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
Eric Rios
Belmar, NJ
Joseph Miller
Las Vegas, NV
Anthony Ryan
Austin, TX
Matthew Nerz
Houston, TX
John Rosser
Greensboro, NC
Jessica Jade Valentini
West Palm Beach, FL
Louis Richards
Irvine, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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 profile-compliance@smartasset.com.

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