Paul
Pantano

Park Avenue Securities LLC

CRD#3225691
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Paul Pantano is an advisor in Pittsburgh, Pennsylvania. Currently an advisor at Park Avenue Securities LLC, Pantano has 11 years of professional experience. Pantano maintains Series 63 and Series 66 licenses, certifying the advisor as a securities broker. Pantano can advise clients in Massachusetts, West Virginia, North Carolina, Ohio and Pennsylvania. Their career trajectory has included roles at Park Avenue Securities and Guardian Life Insurance Company Of America. Park Avenue Securities LLC is headquartered in Pittsburgh, Pennsylvania, and has 86 additional locations in the country. As a company, Park Avenue Securities LLC manages $3 billion in assets dispersed across 18,575 accounts and retains more than 1,708 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 15,111 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 24% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Park Avenue Securities LLC offers 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, Series 66, Chartered Financial Consultant

Years of Experience

11 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

Yes

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

Paul Pantano Work History

Paul has 11 years of experience.

2007 - Present (12 years)

Park Avenue Securities

2007 - Present (12 years)

Guardian Life Insurance Company Of America

Disclosures

Paul Pantano has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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