David
Richardson
Park Avenue Securities LLC
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About this Advisor
David Richardson is a financial advisor who works in Mount Pleasant, South Carolina. Richardson works at Park Avenue Securities LLC. During their career, Richardson has held roles at Marek Health, LLC, Cohasset High School, Quincy College, David Richardson, D.C, New York Life Insurance Company, Nylife Securities LLC, Park Avenue Securities and Guardian Life Insurance Company. Richardson has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina and South Carolina. Park Avenue Securities LLC is a firm operating out of New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 people on staff. It handles $10 billion in total assets between its 57,359 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 132 charitable organizations. Of its 57,359 customer accounts, 19% are held by high-net-worth individuals who have at least $1 million in investable assets. The company offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees largely vary depending on which services the firm provides the client. Fee types billed by Park Avenue Securities LLC may include 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
David Richardson Work History
David has been registered as a financial advisor for 0 years.*
Park Avenue Securities
Guardian Life Insurance Company
New York Life Insurance Company
Nylife Securities LLC
Marek Health, LLC
Cohasset High School
Quincy College
David Richardson, D.C
*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 David Richardson 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
Liberty Hill, TX
Warwick, NY
Buffalo, NY
New York, NY
Allentown, PA
Claremont, CA
Mount Pleasant, SC
Cincinnati, OH
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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