Roy
Rasera

Park Avenue Securities LLC

CRD#4887360
Investment Advisor
in Portland, OR

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About this Advisor

Roy Rasera is a financial advisor based in Portland, Oregon, working with Park Avenue Securities LLC. Roy has previously held positions at Guardian Life Ins Co, Park Ave Sec, Guardian Life Insurance, Park Avenue Securities, and Guardian Life Insurance Company. Roy has passed the Series 66 regulatory exam and is registered to provide services in Arizona, California, Colorado, Idaho, Indiana, Maine, Maryland, Massachusetts, Missouri, Montana, Nebraska, Nevada, Ohio, Oregon, Utah, and Washington. Currently, Roy is part of Park Avenue Securities LLC, which operates out of Portland, Oregon. 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 66, Chartered Financial Consultant

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

200 Sw Market St Suite 1850
Portland, OR 97201

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$11,881,593,369

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

1,841

OR Average: 88
Total Number of Accounts

62,811

OR Average: 3,892
Average Account Size

$189,164

OR 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

Roy Rasera Work History

2024 - Present (0 year)

Guardian Life Insurance Company

2024 - Present (0 year)

Park Avenue Securities

2021 - Present (3 years)

Park Avenue Securities

2021 - Present (3 years)

Guardian Life Insurance

2021 - 2022 (1 year)

Guardian Life Insurance Company

2021 - 2022 (1 year)

Park Avenue Securities

2019 - 2021 (2 years)

Guardian Life Insurance

2019 - 2021 (2 years)

Park Avenue Securities

2018 - 2019 (1 year)

Guardian Life Insurance

2018 - 2019 (1 year)

Park Avenue Securities

2017 - 2021 (4 years)

Guardian Life Insurance Company

2017 - 2021 (4 years)

Park Avenue Securities

2016 - 2018 (2 years)

Guardian Life Insurance

2016 - 2018 (2 years)

Park Avenue Securities

2014 - 2016 (2 years)

Guardian Life Ins Co

2014 - 2016 (2 years)

Park Ave Sec

Disclosures

Please visit the SEC profile of Roy Rasera 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

John Rosser
Greensboro, NC
Christopher Johnson
Atlanta, GA
Daniel Andreotta
Charlotte, NC
Anthony Ryan
Austin, TX
Matthew Nerz
Houston, TX
John Coyle
Belmar, NJ
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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