George
Kavalauskas

Park Avenue Securities LLC

CRD#3012367
Investment Advisor
in Cincinnati, OH

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About this Advisor

George Kavalauskas is a financial advisor operating out of Cincinnati, Ohio with a total of 18 years of relevant experience. Kavalauskas works at Park Avenue Securities LLC. Their career trajectory has included roles at Guardian Life Insurance Company Of America and Park Avenue Securities. Kavalauskas maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to advise clients in Colorado, Florida, Illinois, Indiana, Kentucky, Maine, Massachusetts, Missouri, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, Utah, Virginia and Washington. Park Avenue Securities LLC is an advisory business operating out of New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 financial advisors. It controls $10 billion in total assets across its 57,359 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 132 charities and foundations. Of its 57,359 accounts, 19% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Park Avenue Securities LLC provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advice largely vary depending on which services the firm provides the client. Fee types charged by Park Avenue Securities LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

18 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

419 Plum Street
Cincinnati, OH 45202

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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

George Kavalauskas Work History

George has been registered as a financial advisor for 18 years.*

2001 - Present (23 years)

Guardian Life Insurance Company Of America

2001 - Present (23 years)

Park Avenue Securities

*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 George Kavalauskas 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

Corwin Davidson
Liberty Hill, TX
William Roerden
Warwick, NY
Derek Malis
Buffalo, NY
Anthony Letizia
New York, NY
Shane Davis
Allentown, PA
Chelsea Gottschling
Claremont, CA
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 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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