Shane
Davis

Park Avenue Securities LLC

CRD#4996196
Investment Advisor
in Allentown, PA

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About this Advisor

Shane Davis is a financial advisor working out of Allentown, Pennsylvania who has 1 year of industry experience. Davis currently works for Park Avenue Securities LLC. Their career trajectory has included roles at Midwestern Marketing LLC, Combined Worksite Solutions, Business Ventures Capital, National Brokers Of America, Northwestern Mutual Insurance Co, New York Life Insurance Company, New York Life Insurance Co, Nylife Securities LLC, Metlife Securities/Penwood Financial Group, Axa Advisors, LLC, Shane Davis, Inc, Transamerica, Mutual Of Omaha, Bga Insurance, Mass Mutual, Williams-Sonoma, Penn Mutual Life Insurance, Hornor Townsend & Kent Inc, Innovare Medical Media, Marketing Partners, Geisinger Health Plan, Ameritas Investment Corp, Ameritas Life Insurance Corp, Upmc, Lehigh Valley Health Network- Populytics, Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services, Pruco Securities LLC, The Prudential Insurance Company Of America, Gwn Securities, Inc, Teachers Pension, Guardian Life Insurance Company, Park Avenue Securities LLC, Elevated Capital Advisors, LLC and Kades-Margolis Corporation. Davis has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey and Pennsylvania. Park Avenue Securities LLC is an advisory firm based in New York, NY. It has offices in 385 locations and a total of 1,825 financial advisors. It manages $10 billion in assets under management across its 57,359 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 132 charities and foundations. Of its 57,359 client accounts, 19% belong to high-net-worth individuals who have greater than $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. Financial advisory fees usually vary depending on which service is provided. However, fee types charged by Park Avenue Securities LLC most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

Office Location

5100 West Tilghman Street Suite 170
Allentown, PA 18104

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

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

1,825

PA Average: 88
Total Number of Accounts

57,359

PA Average: 3,892
Average Account Size

$172,819

PA Average: $1,917,921

Investment Advisory Services

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

Shane Davis Work History

Shane has been registered as a financial advisor for 1 years.*

2023 - Present (1 year)

Guardian Life Insurance Company

2023 - Present (1 year)

Park Avenue Securities LLC

2022 - 2022 (< 1 year)

Teachers Pension

2022 - 2023 (1 year)

Guardian Life Insurance Company

2022 - 2023 (1 year)

Park Avenue Securities LLC

2022 - 2022 (< 1 year)

Elevated Capital Advisors, LLC

2021 - 2022 (1 year)

Gwn Securities, Inc

2021 - 2022 (1 year)

Kades-Margolis Corporation

2020 - 2021 (1 year)

Pruco Securities LLC

2020 - 2021 (1 year)

The Prudential Insurance Company Of America

2019 - 2022 (3 years)

Upmc

2019 - 2020 (1 year)

Mutual Of Omaha Insurance Company

2019 - 2020 (1 year)

Mutual Of Omaha Investor Services

2018 - 2018 (< 1 year)

Geisinger Health Plan

2018 - 2019 (1 year)

Ameritas Investment Corp

2018 - 2019 (1 year)

Ameritas Life Insurance Corp

2018 - 2019 (1 year)

Lehigh Valley Health Network- Populytics

2017 - 2017 (< 1 year)

Penn Mutual Life Insurance

2017 - 2017 (< 1 year)

Hornor Townsend & Kent Inc

2017 - 2017 (< 1 year)

Innovare Medical Media

2017 - 2018 (1 year)

Marketing Partners

2016 - 2017 (1 year)

Axa Advisors, LLC

2015 - 2016 (1 year)

Metlife Securities/Penwood Financial Group

2015 - 2016 (1 year)

Shane Davis, Inc

2015 - 2016 (1 year)

Transamerica

2015 - 2015 (< 1 year)

Mutual Of Omaha

2015 - 2015 (< 1 year)

Bga Insurance

2015 - 2016 (1 year)

Mass Mutual

2015 - 2015 (< 1 year)

Williams-Sonoma

2014 - 2014 (< 1 year)

Midwestern Marketing LLC

2014 - 2014 (< 1 year)

Northwestern Mutual Insurance Co

2014 - 2014 (< 1 year)

New York Life Insurance Company

2014 - 2015 (1 year)

New York Life Insurance Co

2014 - 2015 (1 year)

Nylife Securities LLC

2013 - 2014 (1 year)

Combined Worksite Solutions

2013 - 2014 (1 year)

Business Ventures Capital

2013 - 2014 (1 year)

National Brokers Of America

2013 - 2014 (1 year)

Shane Davis, Inc

*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 Shane Davis 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

Robert Armstrong
Charlotte, NC
John Kelley
Englewood, CO
Bartosz Warzycha
Columbus, OH
Anthony Letizia
New York, NY
Benjamin Decker
Mount Pleasant, SC
Joseph Stiles
Cincinnati, OH
Derek Malis
Buffalo, NY
Andrew Guyton
Portsmouth, NH

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.

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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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