Caleb
Robinson

Park Avenue Securities LLC

CRD#7150128
Investment Advisor
in Houston, TX

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About this Advisor

Caleb Robinson is a financial advisor based out of Houston, Texas, who has 10 years of experience as a financial advisor. Robinson is on the advisory team at Park Avenue Securities LLC. Their career trajectory has included roles at Ut Health, University Of Houston, Abilene Christian University, Eastern Nazarene College, Guardian Life Insurance Company and Park Avenue Securities. Robinson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida, Massachusetts and Texas. Park Avenue Securities LLC is a financial advisory firm that has its headquarters in Houston, Texas. The investment advisory business has offices in 86 locations and a total of 1,745 people on staff. It has $6 billion in assets under management between its 31,460 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 63 charities and foundations. Of its 31,460 client accounts, 17% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advice depend on the services provided. However, fees charged by Park Avenue Securities LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

No

Office Location

3040 Post Oak Blvd Suite 1150
Houston, TX 77056

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$5,705,775,495

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

1,745

TX Average: 88
Total Number of Accounts

31,460

TX Average: 3,892
Average Account Size

$181,366

TX 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

Caleb Robinson Work History

Caleb has 10 years of experience.

2020 - Present (1 year)

Guardian Life Insurance Company

2020 - Present (1 year)

Park Avenue Securities

2019 - 2020 (1 year)

Guardian Life Insurance Company

2019 - 2020 (1 year)

Park Avenue Securities

2016 - 2019 (3 years)

Eastern Nazarene College

2015 - 2016 (1 year)

Abilene Christian University

2014 - 2015 (1 year)

University Of Houston

2010 - 2014 (4 years)

Ut Health

Disclosures

Caleb Robinson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Park Avenue Securities LLC

Alex Kastrinakis
Pittsfield, MA
Dustin Goss
Austin, TX
Robert Hatcher
Southfield, MI
Elizabeth Timmer
Salt Lake City, UT
Chad Mcmains
Bentonville, AR
Philemon Kang
San Ramon, CA
Cameron Oliver
Chipley, FL
Spencer Friedman
New York, NY

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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