Michael
Rahbari

Park Avenue Securities LLC

CRD#7494223
Investment Advisor
in Belmar, NJ

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About this Advisor

Michael Rahbari is a financial advisor based in Belmar, New Jersey, working with Park Avenue Securities LLC. Michael has previously held positions at Prosperity Capital Advisors, Heritage Group Of Companies, Mars Properties LLC, Ocean County College And Kean University, Guardian Life Insurance Company, and Park Avenue Securities LLC. Michael has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida, New Jersey, New York, Pennsylvania, and Texas. Currently, Michael is part of Park Avenue Securities LLC, which operates out of Belmar, New Jersey. 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.

Certifications and Registrations

Series 65, Series 63

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

2111 Rt 34 South
Belmar, NJ 07719

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$11,881,593,369

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

1,841

NJ Average: 88
Total Number of Accounts

62,811

NJ Average: 3,892
Average Account Size

$189,164

NJ 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

Michael Rahbari Work History

2024 - Present (1 year)

Park Avenue Securities LLC

2023 - Present (2 years)

Guardian Life Insurance Company

2022 - 2023 (1 year)

Prosperity Capital Advisors

2022 - 2023 (1 year)

Heritage Group Of Companies

2016 - 2022 (6 years)

Mars Properties LLC

2010 - 2016 (6 years)

Ocean County College And Kean University

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Disclosures

Please visit the SEC profile of Michael Rahbari 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
John Rosser
Greensboro, NC
Joseph Miller
Las Vegas, NV
Anthony Ryan
Austin, TX
Matthew Nerz
Houston, TX
Marc Merber
Garden City, NY
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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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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