Park Avenue Securities LLC
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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
Years of Experience
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Park Avenue Securities LLC Brokerage Details
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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.
Park Avenue Securities LLC
The Guardian Life Insurance Company
Aetna Life & Casualty
Lisa Valli-Steliotes has no disclosures.
Please visit their SEC profile for more details.