Adam
Boyer
Park Avenue Securities LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Adam Boyer is a chartered financial consultant who works out of King Of Prussia, Pennsylvania with 5 years of industry experience. Boyer currently works for Park Avenue Securities LLC. Their career trajectory has included roles at Guardian Life Ins Co Of America, Park Ave Securities, Guardian Life Insurance Company and Park Avenue Securities. Boyer maintains a Series 63 license, designating them as a securities broker, and is able to advise clients in Arizona, California, Colorado, Connecticut, District Of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, Washington and Wisconsin. Park Avenue Securities LLC is an advisory business that has its headquarters in New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 employees. It has $10 billion in assets under management across its 57,359 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 132 charities and foundations. Of its 57,359 accounts, 19% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Park Avenue Securities LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services largely depend on which services are offered. However, fee types billed by Park Avenue Securities LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
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
Adam Boyer Work History
Adam has been registered as a financial advisor for 5 years.*
Guardian Life Insurance Company
Park Avenue Securities
Guardian Life Ins Co Of America
Park Ave 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 Adam Boyer 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
Englewood, CO
Bothell, WA
Bethlehem, PA
New York, NY
Cincinnati, OH
Buffalo, NY
Claremont, CA
Paramus, NJ
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.
