Park Avenue Securities LLC

Investment Advisor
in Bethlehem, PA

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About this Advisor

Sonia Cantrell is a financial advisor working out of Bethlehem, Pennsylvania. Cantrell is currently employed by Park Avenue Securities LLC. Cantrell has gained experience at Charles Schwab & Co., Inc, Adecco, Charles Schwab Bank, Fidelity Brokerage Services LLC, Raymond James & Associates, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Silvertree Wealth Partners, Associate/Employee, Park Avenue Securities LLC, Guardian Life Insurance Company and Sagepoint Financial, Inc. Cantrell maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Arizona. Park Avenue Securities LLC is an advisory company based out of New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 financial advisors. It has $10 billion in assets among its 57,359 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 132 charities and foundations. Of its 57,359 customer accounts, 19% are held by high-net-worth clients who have more than $1 million in investable assets. Park Avenue Securities LLC provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management are based on the financial services provided. However, fee types billed by Park Avenue Securities LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 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

6255 Sterners Way
Bethlehem, PA 18017

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management


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


PA Average: 88
Total Number of Accounts


PA Average: 3,892
Average Account Size


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

Sonia Cantrell Work History

Sonia has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Park Avenue Securities LLC

2023 - Present (1 year)

Guardian Life Insurance Company

2022 - 2022 (< 1 year)

Raymond James Financial Services, Inc

2022 - 2022 (< 1 year)

Raymond James Financial Services Advisors, Inc

2022 - 2022 (< 1 year)

Silvertree Wealth Partners

2022 - 2022 (< 1 year)


2019 - 2022 (3 years)

Raymond James & Associates

2017 - 2019 (2 years)

Sagepoint Financial, Inc

2016 - 2016 (< 1 year)

Charles Schwab Bank

2016 - 2017 (1 year)

Fidelity Brokerage Services LLC

2013 - 2016 (3 years)

Charles Schwab & Co., Inc

2013 - 2013 (< 1 year)


*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.


Please visit the SEC profile of Sonia Cantrell 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

Michael Radovich
Roslyn, NY
Mark Loweree
Burbank, CA
William Roerden
Warwick, NY
Ezekiel Zimmerman
Paramus, NJ
Benjamin Decker
Mount Pleasant, SC
Joseph Stiles
Cincinnati, OH
Shane Davis
Allentown, PA
Derek Malis
Buffalo, NY

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

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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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