David
Fisher

Park Avenue Securities LLC

CRD#6309430
Investment Advisor
in Columbus, OH

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About this Advisor

David Fisher is a financial advisor who works out of Columbus, Ohio, who has 7 years of relevant experience. Fisher is currently employed by Park Avenue Securities LLC. Fisher has gained experience at 21St Century Financial, Park Avenue Securities LLC, Guardian Life Insurance Co, Fisher Wealth Management, Office Depot and Guardian Life Insurance Company. Fisher has a Series 63 license, qualifying them as a securities representative, and is approved to work in Ohio. Park Avenue Securities LLC is a financial advisory business operating out of New York, NY. The firm has offices in 385 locations and a total of 1,825 employees. It oversees $10 billion in assets under management among its 57,359 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 132 charities and foundations. Of its 57,359 customer accounts, 19% belong to high-net-worth individuals who have more than $1 million in assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules typically are based on the type of financial services provided. Fees charged by Park Avenue Securities LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

7 years

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

8425 Pulsar Place Suite 450
Columbus, OH 43240

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

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

1,825

OH Average: 88
Total Number of Accounts

57,359

OH Average: 3,892
Average Account Size

$172,819

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

David Fisher Work History

David has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Park Avenue Securities LLC

2016 - Present (8 years)

Guardian Life Insurance Company

2015 - 2016 (1 year)

Park Avenue Securities LLC

2015 - 2016 (1 year)

Guardian Life Insurance Co

2014 - 2014 (< 1 year)

21St Century Financial

2014 - 2015 (1 year)

Fisher Wealth Management

1998 - 2014 (16 years)

Office Depot

*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.

Disclosures

Please visit the SEC profile of David Fisher 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

Ezekiel Zimmerman
Paramus, NJ
Bartosz Warzycha
Columbus, OH
George Papanicolaou
Port Chester, NY
Anthony Letizia
New York, NY
Corwin Davidson
Liberty Hill, TX
Sonia Cantrell
Bethlehem, PA
Joseph Stiles
Cincinnati, OH
Chelsea Gottschling
Claremont, CA

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 profile-compliance@smartasset.com.

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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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