Lisa
Valli-Steliotes

Park Avenue Securities LLC

CRD#1153866
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Lisa Valli-Steliotes is a certified financial planner in Pittsburgh, Pennsylvania. Currently a registered financial advisor with Park Avenue Securities LLC, Valli-Steliotes has an impressive 38 years of professional experience as an investment advisor. Valli-Steliotes holds a Series 63 license, which qualifies them as a securities agent. Valli-Steliotes is registered to act as an advisor in Pennsylvania. Their career trajectory has included roles at Aetna Life & Casualty, The Guardian Life Insurance Company and Park Avenue Securities LLC. Park Avenue Securities LLC is headquartered in Pittsburgh, Pennsylvania, and operates out of 86 additional offices throughout the United States. As an advisor firm, Park Avenue Securities LLC manages $3 billion in assets across 18,575 accounts and retains more than 1,708 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the country. The firm manages 15,111 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 24% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Park Avenue Securities LLC can offer financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

38 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

Disclosures

No

Office Location

244 Blvd. Of Allies
Pittsburgh, PA 15222

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$4,022,487,394

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

1,777

PA Average: 88
Total Number of Accounts

25,160

PA Average: 3,892
Average Account Size

$159,876

PA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Lisa Valli-Steliotes Work History

Lisa has 38 years of experience.

1999 - Present (20 years)

Park Avenue Securities LLC

1994 - Present (25 years)

The Guardian Life Insurance Company

1980 - Present (39 years)

Aetna Life & Casualty

Disclosures

Lisa Valli-Steliotes has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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