Matthew
Buggey

Park Avenue Securities LLC

CRD#6362639
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Matthew Buggey is a financial advisor based in Pittsburgh, Pennsylvania, who has 17 years of financial industry experience. Buggey is currently employed by Park Avenue Securities LLC. The advisor has gained experience at Guardian, Kpmg and Park Ave Securities. Buggey holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in California, Maryland, New York, North Carolina, Ohio, Pennsylvania, Virginia and West Virginia. Park Avenue Securities LLC is an advisory business that has its headquarters in Pittsburgh, Pennsylvania. The company has offices in 86 locations and a total of 1,811 financial advisors. It controls $11 billion in assets under management across its 54,606 accounts, making it one of the largest firms in the United States by assets under management. The firm advises 101 charities and foundations. Of its 54,606 client accounts, 19% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Park Avenue Securities LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules typically vary depending on which services are offered. Fees billed by Park Avenue Securities LLC likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

17 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

$10,625,337,610

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

1,811

PA Average: 88
Total Number of Accounts

54,606

PA Average: 3,892
Average Account Size

$194,582

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

Matthew Buggey Work History

Matthew has 17 years of experience.

2014 - Present (9 years)

Guardian

2014 - Present (9 years)

Park Ave Securities

2005 - 2014 (9 years)

Kpmg

Disclosures

Matthew Buggey has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Park Avenue Securities LLC

John Fisher
Memphis, TN
Seth Arndt
Fort Myers, FL
Zachary Fuld
Paramus, NJ
Alan Nathan
New Haven, CT
Andrew White
Pittsburgh, PA
Darren Violette
Whitinsville, MA
Jonathon Dodd
Atlanta, GA
Alfred Valencia
San Diego, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and 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.

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