Shane
Davis
Park Avenue Securities LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$9,912,742,257
1,825
57,359
$172,819
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.*
Guardian Life Insurance Company
Park Avenue Securities LLC
Teachers Pension
Guardian Life Insurance Company
Park Avenue Securities LLC
Elevated Capital Advisors, LLC
Gwn Securities, Inc
Kades-Margolis Corporation
Pruco Securities LLC
The Prudential Insurance Company Of America
Upmc
Mutual Of Omaha Insurance Company
Mutual Of Omaha Investor Services
Geisinger Health Plan
Ameritas Investment Corp
Ameritas Life Insurance Corp
Lehigh Valley Health Network- Populytics
Penn Mutual Life Insurance
Hornor Townsend & Kent Inc
Innovare Medical Media
Marketing Partners
Axa Advisors, LLC
Metlife Securities/Penwood Financial Group
Shane Davis, Inc
Transamerica
Mutual Of Omaha
Bga Insurance
Mass Mutual
Williams-Sonoma
Midwestern Marketing LLC
Northwestern Mutual Insurance Co
New York Life Insurance Company
New York Life Insurance Co
Nylife Securities LLC
Combined Worksite Solutions
Business Ventures Capital
National Brokers Of America
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
Port Chester, NY
Alpharetta, GA
Claremont, CA
Warwick, NY
Portsmouth, NH
Buffalo, NY
Cincinnati, OH
Liberty Hill, TX
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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