John
Rutkowski

Park Avenue Securities LLC

CRD#5340509
Investment Advisor
in Beachwood, OH

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About this Advisor

John Rutkowski is a financial advisor who works in Beachwood, Ohio, with a total of 15 years of industry experience. Rutkowski is on the advisory team at Park Avenue Securities LLC. Over the course of their career, they have held roles at Park Avenue Securities LLC and Guardian Life Insurance Co Of America. Rutkowski holds a Series 63 license, certifying them as a securities representative, and is approved to serve investors 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 advisors. It handles $10 billion in assets under management between its 57,359 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 132 charitable organizations. Of its 57,359 client accounts, 19% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Park Avenue Securities LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fees usually depend on which services are provided. Fee types charged by Park Avenue Securities LLC can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

15 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

24500 Chagrin Blvd. Suite 200
Beachwood, OH 44122

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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

John Rutkowski Work History

John has been registered as a financial advisor for 15 years.*

2009 - Present (15 years)

Park Avenue Securities LLC

2009 - Present (15 years)

Guardian Life Insurance Co Of America

*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 John Rutkowski 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
John Kelley
Englewood, CO
William Roerden
Warwick, NY
Andrew Matthieson
Alpharetta, GA
Corwin Davidson
Liberty Hill, TX
Bartosz Warzycha
Columbus, OH
Anthony Letizia
New York, NY
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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