Samuel
Grooms
Park Avenue Securities LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Samuel Grooms is a financial advisor based out of Columbus, Ohio, with a total of 6 years of industry experience. Grooms is on the advisory team at Park Avenue Securities LLC. Over the course of their career, Grooms has held roles at Nylife Securities, LLC, New York Life Insurance Comp, Guardian Life Insurance Company and Park Avenue Securities. Grooms is able to serve investors in Ohio. Park Avenue Securities LLC is an advisory company based out of New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 employees. It manages $10 billion in total assets across its 57,359 accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to 132 charitable organizations. Of its 57,359 client accounts, 19% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm 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 largely are based on which service is offered. However, fee types billed by Park Avenue Securities LLC most likely include asset-based, hourly and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Park Avenue Securities LLC Brokerage Details
$9,912,742,257
1,825
57,359
$172,819
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Samuel Grooms Work History
Samuel has been registered as a financial advisor for 6 years.*
Guardian Life Insurance Company
Park Avenue Securities
Nylife Securities, LLC
New York Life Insurance Comp
*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 Samuel Grooms 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
Liberty Hill, TX
Portsmouth, NH
Cincinnati, OH
Buffalo, NY
Allentown, PA
Claremont, CA
New York, NY
Mount Pleasant, SC
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
